Thanks for signing up for one of our upcoming events!

Optimizing Your Tax Strategy & Avoiding Common Financial Pitfalls in Retirement

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

Your Event Date & Time:

- Cattlemens on August 2 at 11:30 a.m.

- Cattlemens on August 3 at 11:30 a.m.

Add it to your calendar:
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Thank you for registering for our upcoming event and insurance sales presentation 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 August 2 at 11:30 a.m.

– Cattlemens on August 3 at 11:30 a.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
CA Insurance License #0590787
Lighthouse Financial & Tax

© 2023 Taxes Declassified | Privacy Policy

Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Lighthouse Financial & Tax and PlanMember Securities Corporation are independently owned and operated. 

6187 Carpinteria Ave,
Carpinteria, CA 93013
(800) 874-6910

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. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. 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 We are not affiliated with any government agency.