Campbell, CA Taxes & Retirement Workshop

The changing financial landscape for those approaching retirement.
Understanding of the newly passed SECURE ACT and how it affects your retirement
An overview of taxes today and the changes to tax laws that may affect your retirement income.
3 common tax mistakes in retirement and how to avoid them.
Understanding the impact taxes may have on your retirement.
How to avoid unnecessary taxation on Social Security.
Tips and strategies to manage your tax exposure.
Types of taxable assets & RMDs.
Developing tax-efficient retirement incomes sources & cash flows.
How to create a potentially tax-free retirement income.
Developing a customized retirement income plan & tax strategy.
Advanced strategies to convert IRA/401(k) taxable accounts to tax-free Roth IRA accounts.*
And much more!

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With the changing tax rules and financial landscape, it's important to understand the potential impact of taxes and how they can affect your income in retirement. Proper planning could help you reduce the taxes you pay in retirement so that you may keep more of your hard-earned money!

Please join your host, Robert Trejo of Coeus Financial, for this complimentary presentation. The economy has changed, the world has changed...get insight and new opinions!

Dates & Times: Tuesday, February 4, 2020 from 6:00 p.m. to 7:30 p.m. or Friday, February 7, 2020 from 11:00 a.m. to 12:30 p.m.

Venue: Campbell Community Center located at 1 W. Campbell Ave, Campbell, CA 95008

*We will meet in the Orchard City Banquet Room.

Robert Trejo is a Certified Financial Fiduciary®, an Investment Advisor Representative and Managing Director of Coeus Financial, an independent, full-service wealth management firm. After a nine year career as director of financial services for a large national firm, Robert co-founded Coeus Financial in 2013. The credo he developed was “Progress through Process.” With over 14 years in the financial industry, Robert believes the secret to a long client/advisor relationship is communication. That is the first step in the process of progress. Continuous communication allows Robert to maintain a financial plan that best suits his client’s ever-changing lifestyle.

As a Fiduciary, Robert is legally and morally bound to putting his client’s best interest first. This provides confidence for his clients, knowing that they are working with a dedicated professional. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and the Society of Financial Awareness, a 501(c)(3) nonprofit public benefit corporation, whose mission is to provide financial education across America, one community at a time. Robert regularly hosts free financial workshops across the country. Robert is a family man at heart and has been happily married to his wife Meghan for 15 years; they have four children and live in Pleasanton, CA. In his spare time Robert enjoys coaching his children’s sports team, reading, being outdoors, and competing in Brazilian Jiu Jitsu.

State License Number: 0D08529

https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted.

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 www.ssa.gov.

Presents:

Maximizing Your Income & Reducing Taxes In Retirement

This Complimentary Presentation Will Show You:

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