Thanks for signing up for one of our upcoming webinars!

Retirement Taxes Declassified Webinar

Addressing the Rising Tax Risk in Retirement

Your Event Date & Time:

- Tuesday, March 14 at 6:30 p.m. PDT

- Wednesday, March 15 at 6:30 p.m. PDT

- Thursday, March 16 at 6:30 p.m. PDT

Add it to your calendar:
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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, March 14 at 6:30 p.m. PDT

– Wednesday, March 15 at 6:30 p.m. PDT

– Thursday, March 16 at 6:30 p.m. PDT

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

What now?

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!

Jason Lund
Wealth Management Consultant and Founder of Lund Financial Management

CA State License #0808110

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Lund Financial Management
43460 Ridge Park Dr, Suite 200-K
Temecula, CA 92590

Advisory Services Offered through CreativeOne Securities, LLC an Investment Advisor. Lund Financial and CreativeOne Securities, LLC are not affiliated.

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