You and a guest are invited to join us at University of Redlands Gregory Hall - Room 175 for an informative workshop on Taxes In Retirement!

How Tax Planning Changes Through Four Stages Of Retirement

A workshop on how to possibly pay fewer taxes in retirement.

Taxes In Retirement Workshop @ University of Redlands Gregory Hall - Room 175

Tuesday, August 3rd
6:00 PM

Thursday, August 5th
6:00 PM

University of Redlands Gregory Hall - Room 175
1200 E. Colton Avenue
Redlands, CA, 92374

This seminar will be meeting requirements for social distancing and taking precautions to ensure the safety of our guests. We will be limiting the number of attendees to 50% of the room capacity with a minimum of 6 feet between each table.

We will discuss the following:

Tax Planning

Discover strategies to help reduce your taxes by setting up tax-efficient income funnels.

Social Security

Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flow with effective filing strategies.


Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.

Tax Legislation

Learn how to use the SECURE Act and the CARES ACT to your advantage.

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.