Campbell, CA | TAX Seminar | September 2023 | ARE-15002

Complimentary Event at Campbell Community Center in Campbell, CA

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

*This event is not affiliated with or sponsored by the Campbell Community Center.

Event Details

Campbell Community Center
1 W Campbell Ave
Campbell, CA 95008

Event Options:

– Campbell Community Center on Sept. 13 at 6:00 p.m.
– Campbell Community Center on Sept. 14 at 12:00 p.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Campbell Community Center. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2023².
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Robert Trejo | Managing Director, Investment Advisor, Certified Tax Specialist, Coeus Financial

Robert Trejo is a Certified Financial Fiduciary®, an Investment Advisor Representative, Certified Tax Specialist and Managing Director of Coeus Financial, an independent, full-service wealth management firm. After a nine-year career as director of financial services for a large national firm, Robert co-founded Coeus Financial in 2013. The credo he developed was “Progress through Process.” With over 17 years in the financial industry, Robert believes the secret to a long client/advisor relationship is communication. That is the first step in the process of progress. Continuous communication allows Robert to maintain a financial plan that best suits his client’s ever-changing lifestyle.

As a Fiduciary, Robert is legally and morally bound to putting his client’s best interest first. This provides confidence for his clients, knowing that they are working with a dedicated professional. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®), a Registered Financial Consultant (RFC®), a Certified Tax Specialist™ (CTS™) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and The International Association of Registered Financial Consultants | IARFC®.

Robert regularly hosts free financial seminars across the country. Robert is a family man at heart and has been happily married to his wife Meghan for 19 years; they have four children and live in Pleasanton, CA. In his spare time Robert enjoys coaching his children’s sports team, reading, being outdoors, and competing in Brazilian Jiu-Jitsu.

Accolades: Certified Financial Fiduciary®, Certified Tax Specialist™, NSAA®, RFC®

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Investment advisory services are offered through Emerald Blue Advisors, Inc. and Entrust Investment Services a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted.

Licensed Insurance Professional. CA #0I46555

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance, can be used in various stages of planning for retirement income.

This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.