Campbell, CA |TAX Workshop | June 2023 | ARE-14514 – Thank You

Thanks for signing up for one of our upcoming events!

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Your Event Date & Time:

- Campbell Community Center on June 27 at 11:00 a.m.
- Campbell Community Center on June 29 at 6:00 p.m.

Add it to your calendar:

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Success!

Thank you for registering for our upcoming event at Campbell Community Center located at 1 W Campbell Ave, Campbell, CA 95008. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:
– Campbell Community Center on June 27 at 11:00 a.m.
– Campbell Community Center on June 29 at 6:00 p.m.

Special Directions: This workshop will take place in the Roosevelt Redwood Room. Please arrive 15 minutes to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

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

Coeus Financial

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

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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.