RESERVE YOUR SEAT
We Are Pleased To Invite You And A Guest To this Exclusive Workshop.
There is no cost to attend the workshop, but you must register.
This Educational Workshop is designed for individuals and couples nearing retirement or already retired who want a better understanding of how taxes, social security, and investments influence long-term financial security during retirement.
Workshops are from 6:30 PM to 8:30 PM
Learn How to Retire with Confidence!
Join Us For A Complimentary Taxes in Retirement Workshop On How To Plan Your Retirement Using Proven Strategies.
About the Workshop
Taxes in Retirement is an educational workshop for individuals and couples approaching or entering retirement who want a clearer understanding of how taxes & retirement work together. The focus is on making informed decisions that support long-term income, tax efficiency, and financial stability.
TAXES IN RETIREMENT SYLLABUS
I. Managing Financial Pressures
Market volatility, inflation, and changing tax rules can impact your ability to grow and protect your wealth. In this session, you will gain insight into how different financial strategies and advisory approaches influence long-term outcomes, helping reduce the risk of running out of money.
II. Designing Reliable Retirement Income
This workshop explains how Social Security claiming decisions affect lifetime income and taxes. We also discuss how pensions and other income sources fit into an overall retirement strategy. You will learn how to approach withdrawals from different account types in a way that can help reduce unnecessary taxes and improve cash flow throughout retirement.
III. Planning for the What-Ifs
Retirement planning must account for unexpected events. Topics include healthcare cost planning, Medicare enrollment basics, and long-term care considerations. We also cover core estate and legacy planning concepts, including how assets may be transferred in a more tax-efficient manner.
IV. Why This Matters Now
Economic uncertainty and evolving tax laws make retirement decisions more impactful than ever. Relying on outdated assumptions can lead to missed opportunities or unnecessary risk. Taking a proactive, coordinated approach can help create greater confidence and flexibility over time.
Learn How to Retire with Confidence!
Join Us For A Complimentary Taxes in Retirement Workshop On How To Plan Your Retirement Using Proven Strategies.
About the Workshop
Taxes in Retirement is an educational workshop for individuals and couples approaching or entering retirement who want a clearer understanding of how these pieces work together. The focus is on making informed decisions that support long-term income, tax efficiency, and financial stability.
RESERVE YOUR SEAT
We Are Pleased To Invite You And A Guest To this Exclusive Workshop.
There is no cost to attend the workshop, but you must register.
This Educational Workshop is designed for individuals and couples nearing retirement or already retired who want a better understanding of how taxes, social security, and investments influence long-term financial security during retirement.
Workshop is from 6:30 PM to 8:30 PM
TAXES IN RETIREMENT SYLLABUS
I. Managing Financial Pressures
Market volatility, inflation, and changing tax rules growth and protection while adapting to market changes. You will gain insight into how different financial strategies and advisory approaches impact long-term outcomes, helping reduce the risk of running out of money.
II. Designing Reliable Retirement Income
This workshop explains how Social Security claiming decisions affect lifetime income and taxes. We also discuss how pensions and other income sources fit into an overall retirement strategy. You will learn how to approach withdrawals from different account types in a way that can help reduce unnecessary taxes and improve cash flow throughout retirement.
III. Planning for the What-Ifs
Retirement planning must account for unexpected events. Topics include healthcare cost planning, Medicare enrollment basics, and long-term care considerations. We also cover core estate and legacy planning concepts, including how assets may be transferred in a more tax-efficient manner.
IV. Why This Matters Now
Economic uncertainty and evolving tax laws make retirement decisions more impactful than ever. Relying on outdated assumptions can lead to missed opportunities or unnecessary risk. Taking a proactive, coordinated approach can help create greater confidence and flexibility over time.
Main CA Office:
30101 Agoura Court, Suite 205,
Agoura Hills, CA 91301
Phone : 805-551-1953
USEFUL Links:
Investment advisory services are offered through Wealth For You Financial, LLC, a Registered Investment Adviser in the states of Michigan, Arizona, and North Carolina. Wealth For You Financial, LLC, Barnett Financial & Tax, Inc., and Barnett Tax Group, LLC are affiliated companies.
The Learning For Life Foundation is recognized by the IRS as a 501(c)3 non-profit educational organization that provides educational workshops and classes nationwide. The SECURE curriculum is focused specifically on financial and retirement planning topics, and our instructors are licensed and trained financial professionals with a minimum of 10-years of real-world experience in their field. SECURE courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. Learning For Life Foundation educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course material prior to implementing any of the ideas and strategies taught or discussed in the course. © 2025 The Learning For Life Foundation. All rights reserved.