Complimentary Lunch at Cattlemens Restaurant in Roseville, CA

Optimizing Your Tax Strategy & Avoiding Common Financial Pitfalls in Retirement

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

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Your choice of a Steak, Salmon, Chicken or Vegetarian Pasta entrée.

Event Details

Cattlemens Restaurant
2000 Taylor Rd
Roseville, CA 95678

Lunch Options:

– Tuesday, September 26 at 11:30 a.m.

– Wednesday, September 27 at 11:30 a.m.

RSVP NOW!

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Cattlemens Restaurant. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

  • The Advantages and Disadvantages of The Tax Reform: how it can affect your portfolio now and in the future.  
  • Taking Control of your Portfolio in a Volatile Market: how to manage market risk.
  • New Investment Habits: how to invest in today’s market and potentially reduce high costs and fees.
  • Understanding Annuities: how annuities may fit into a portfolio.
  • Alternatives to Long-Term Care Insurance.
  • Options for your 401(k) or Employer Sponsored Plan funds: when to consider rolling to an IRA.
  • How to obtain Saver’s Credits on an IRA.
  • And MUCH more!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
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If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • The changing financial landscape for those approaching retirement.
  • Tips and strategies to manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income¹.
  • How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
  • Planning for longevity, inflation and future tax increases.
  • How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • How to create a customized retirement income & tax minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Yes, I Want To Attend

Meet Your Host

James D. Kersey, CLU, ChFC, RHU, REBC, Lighthouse Financial & Tax
Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 40 years. Jim holds four designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefit Consultant (REBC). He also holds the series 6, 63 & 65 registrations, which allows him to actively manage his clients’ assets.

As a fiduciary*, he prides himself on his integrity with clients, his company, and his employees. He is highly educated in finance, estate, retirement, and tax planning, and has been featured on the KFBK radio station, local newspapers, and on the web for financial advising.

Jim has been married to his sweetheart Carri since 1988. Together, they have five children and four grandchildren. Jim is deeply involved in the community, where he serves as a Boy Scouts of America Scout Master and enjoys vacationing, the outdoors, and spending time with his loved ones.

CA Insurance License #0590787
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© 2023 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

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, 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.