Tax & Retirement
Planning Education

Adult Education in San Dimas at
San Dimas Senior Citizens Center*

201 East Bonita Avenue, San Dimas, CA 91773
Wednesday March 15th & March 22nd at 6:00 PM

*location may change

Class Sessions & Registration

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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 is 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.

Course Overview

This course is ideal for ages 40+

How Tax Reform Impacts You

Understand how recent tax law changes affect your retirement

10 Tax Planning Strategies for 2023

Learn how you could potentially save thousands of dollars in taxes.

Generating Retirement Income

Develop a strategy for generating income in retirement tax-efficiently.

Asset Location & Tax Loss Harvesting Strategies

Understand where to invest your money based on tax-efficiency and expected returns.

Changing Rules for Retirees: Retirement Reform

Learn what changes Congress is looking to pass in regards to your retirement accounts and how to plan accordingly.

Protecting Yourself Against Market Downturns

Understand how your portfolio will react if the market hits a recession and learn strategies to help you minimize risk.

  • 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 will be held at San Dimas Senior Citizens Center.