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Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

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

Your Event Date & Time:

- Cattlemens on May 29 at 6:00 p.m.

- Cattlemens on May 30 at 6:00 p.m.

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Thank you for registering for our upcoming event at Cattlemens Restaurant located at 2000 Taylor Rd, Roseville, CA 95678. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Date & Time:

– Cattlemens on May 29 at 6:00 p.m.

– Cattlemens on May 30 at 6:00 p.m.

Please arrive at least 15 minutes early to allow time 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!

James D. Kersey, CLU, ChFC, RHU, REBC
Lighthouse Financial & Tax

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Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. Lighthouse Financial & Tax and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.

2204 Plaza Drive #100
Rocklin, CA 95765
(916) 677-6677

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.