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Legislative Risks to Your Retirement

Combat Legislative Changes & Reduce Your Taxes In Retirement

Your Event Date & Time:

- Tuesday, June 6 at 6:00 PM PDT

- Thursday, June 8 at 6:00 PM PDT

- Saturday, June 10 at 10:00 AM PDT

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Thank you for registering for our upcoming webinars. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Webinar Date & Time:
– Tuesday, June 6 at 6:00 PM PDT
– Thursday, June 8 at 6:00 PM PDT
– Saturday, June 10 at 10:00 AM PDT

Please join the webinar 5-10 minutes in advance to avoid any disruptions once the presentation begins.

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You will receive an email confirmation from [email protected] with your registration details and the link to join the webinar. Please add this email address to your contact or safe sender list, as you will not be able to join the presentation without your unique link. We will also send you reminder emails as the event draws nearer.

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 speaking with you!

James Van Meter, MBA, CFP®, RICP®
Tahoe Financial Planning

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Securities offered by Center Street Securities, Inc. (CSS), a Registered Broker-Dealer and Member FINRA and SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Tahoe Financial Planning, LLC., CSA and CSS are independent of each other.

Please be advised that presently, Jim Van Meter holds Series 7 and 63 licenses in Nevada, California, Delaware, Florida and Texas. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jim Van Meter before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

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.