How Tax Reform Impacts You
10 Tax Planning Strategies for 2019
Generating Retirement Income
Asset Location & Tax Loss Harvesting Strategies
Changing Rules for Retirees: Retirement Reform
Protecting Yourself Against Market Downturns
- Hosted by the non-profit organization, Financial Community Education Foundation. There is no charge to attend.
- Objective, factual education with no sales pitch.
- All instructors are Certified Financial Planners.
- Class sessions are held at 3237 E. Guasti Road, # 300 Ontario, CA 91761.
Class Sessions & Registration
Space is limited. Register today by filling out the form below.
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may offer a follow up consultation where financial services may be presented or offered. This presentation has not been endorsed by the IRS or the Social Security Administration. Neither FCE Foundation nor the Financial Advisor presenting this seminar are affiliated with the IRS, the Social Security Administration, or any other governmental organization.
Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.