REGISTER TODAY
Complimentary Event:

“Tax-Free Retirement Income Strategies: Don’t Let Taxes Catch You Off Guard”

Tax changes and new laws tend to catch people off guard. Taxes are one of the many factors that may negatively impact your retirement income strategy. Join us for our upcoming no-cost educational event covering ideas that could help you save money throughout retirement through tax-free* or tax-deferred means of income.

JOIN US ON:
Wednesday, March 5th
6:00PM
WAITLIST ONLY

Please arrive between 5:15PM – 5:45PM for proper check in.

3901 Lampson Ave. Seal Beach, CA 90740

ADD ME TO THE WAILITS

At this event, we’ll discuss:

Why Tax-Free* Income Matters
  • How taxes can change your overall retirement picture
  • What happens to your retirement income if taxes go up?
  • Current tax laws: How they impact your income
  • Why conventional retirement savings options may not be the best option for you
Taxes and Retirement Accounts
  • Options to potentially lessen the impact of taxes in retirement
  • Tax implications for 401(k)s, IRAs, and other retirement accounts
  • Insurance vs. Investments: How the rules differ
  • Tax-free income options for you and your beneficiaries
Benefits of Tax-Free* Retirement Strategies
  • Protecting your money while it grows
  • Eliminating the need for probate
  • How to add flexibility and tax-free liquidity to your retirement portfolio
  • Maximizing your retirement income
This session is offered exclusively by Financial Alliance & Insurance Services.

Get informed and learn your options now.

Register now to reserve your spot:

An Ally for Your Financial Future

Contact Info

Our Company

Services

5000 E. Spring St., Suite #385
Long Beach, CA 90815

609 Deep Valley Dr., Suite #200
Rolling Hills Estates, CA 90274

Scroll to Top

Please note you are not registered until you hear from our office.