Claremont Heritage Inc

This activity is not sponsored by the City of Claremont or Claremont Heritage Inc. Ginger

Elliot Exhibition Center 840 N Indian Hill Blvd, Claremont, CA 91711

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No charge. Educational only. Nothing will be sold.

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 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 Claremont Heritage Inc for an informational seminar covering Taxes In Retirement on Thursday, October 11 from 6:30-8:00 PM.

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 (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.
Who is this for?
Who is this for?The information presented at our seminar can help those already retired, as well as anyone approaching 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 TIR 567 speaker during or after the seminar.

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