Elk Grove, CA | Retirement Seminar | May 2025 | ARE-18748

Timely Event at Barbara Morse Wackford Community & Aquatic Complex in Elk Grove, CA

Retirement is Within Reach

Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently

Event Details

Barbara Morse Wackford Community & Aquatic Complex
9014 Bruceville Rd
Elk Grove, CA 95758

Event Options:

– Thursday, May 29 at 6:30 p.m.

Seating is limited. This is a no-cost, no-obligation event. This event is not sponsored by or affiliated with the Barbara Morse Wackford Community & Aquatic Complex.

Event Details

Barbara Morse Wackford Community & Aquatic Complex
9014 Bruceville Rd
Elk Grove, CA 95758

Event Options:

– Thursday, May 29 at 6:30 p.m.

Seating is limited. This is a no-cost, no-obligation event. This event is not sponsored by or affiliated with the Barbara Morse Wackford Community & Aquatic Complex.

Do you have a plan to help maximize your retirement income and avoid outliving your savings?

Join us for a special event at the Barbara Morse Wackford Community & Aquatic Complex where we will discuss the following important topics for those in or nearing retirement:

Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
Steps you can take to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
Social Security timing and claiming strategies to help maximize your benefits.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.
How to help preserve your assets to create a lasting legacy for your loved ones.
Understanding potential risks that may derail your retirement and how you may be able to avoid them.
And MUCH more!

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 retirement income strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from financial knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.

Meet Your Host

Payton Boyea | Boyea Financial

For over 25 years, Payton Boyea and his family have been residents of the greater Sacramento area. That is where his passion to help his community and others invest in their financial futures comes from.

Mr. Boyea is a Licensed Investment Advisor Representative and the owner of Boyea Financial. In 2016, while working for a Fortune 500 company, he earned the following licenses:

Series 7 Stock Broker
Series 66 Financial Planning and Consulting
Life and Health

As a Nationally Ranked Amateur Boxer with aspiration of becoming an Olympian, his mental fortitude, work ethic, and skills became tools for financial planning. If anyone should be in your corner for wealth planning, it is him.

Boyea Financial offers insurance products and services. Investment advisory services offered through Berthel Fisher a Registered Investment Adviser. Berthel Fisher, Your Retirement Reality and Boyea Financial are unaffiliated entities. Licensed Insurance Professional. CA License #: 0K52183

*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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.