Taxes Declassified
Event Details
Pine Avenue Community Center
3209 Harding St
Carlsbad, CA 92008
Event Options:
– Tuesday, May 20 at 6:00 p.m.
– Thursday, May 22 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with the Pine Avenue Community Center.
Event Details
Pine Avenue Community Center
3209 Harding St
Carlsbad, CA 92008
Event Options:
– Tuesday, May 20 at 6:00 p.m.
– Thursday, May 22 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with the Pine Avenue Community Center.
The world of Medicare can be intimidating and confusing, which is why we want to help ensure you are prepared as you turn 65. We offer easy-to-understand, comprehensive, informational tools to help guide you through the seemingly complex world of Medicare planning.
Join us for a special event at the Pine Avenue Community Center where we will cover any questions you may have, including:
We also cover which plan options are available in your area and what each plan entails, such as:
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a Medicare strategy in place?
Don’t miss this information-packed event!
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
Receive the information you need to make personalized decisions, then have the chance to meet with your presenter.
© 2025 Taxes Declassified | Privacy Policy
Kelly J. Carter: CA Insurance #0E89958
Stephanie Wendt: CA Insurance License #2127344
Investment advisory services offered through duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Beacon Retirement Planning Group, Inc. are unaffiliated entities. Licensed Insurance Professional.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
We are not affiliated with Medicare or any other government agency. By providing your information or attending this event, you may be contacted by a licensed insurance agent.