La Verne Library April 11, 2019

This activity is not sponsored by the La Verne Library or the City of La Verne. No charge. Educational only. Nothing will be sold.

3640 D Street, La Verne, CA 91750

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The New Tax and Financial Rules Have Changed

Understand the potential impact taxes have on your retirement income.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 and 2019 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze. Join us at the La Verne Library for an informational seminar covering taxes in retirement on Thursday, April 11, 2019 from 6:00pm-7:30pm.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CFPs, CPAs, financial advisors, attorneys and other knowledgeable professionals).

Our most popular presenter is Gabriel A. Shahin, MBA, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary, Host of AM 590 “More Knowledge, More Wealth,” Registered Investment Advisor with Falcon Wealth Planning.

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement or planning for retirement.

Is there a “sales” pitch?

No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any presenter after the seminar.

Register Now