Our special seminar has helped nearly 70,000 people nationwide navigate the retirement tax maze.

  • Understand the official new tax rules and their impact on your retirement income
  • Know the changing rules for retiring baby boomers
  • Protect yourself in volatile markets
  • Impact of lost deductions
  • Common misconceptions on retirement taxes


Saturday, November 16 from 10:30 AM- 12:30 PM
Dublin Civic Center
Regional Meeting Room 100 Civic Plaza, Dublin, CA 94568

*No Charge to Attend

Protect your retirement view with proven strategies from our seminar.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new 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.

Our seminar will equip you with the most up-to-date and comprehensive retirement taxation information.

If you are unable to attend, please call to arrange a free consultation.