Call (925) 307-5454 for a Free Consultation!
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

Palma Financial Services, Inc.

Protecting your retirement income from changing tax laws.


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.
Retirement View Couple
“A leading educational resource for those nearing retirement.”
In an industry where most professional advisors are backwards looking - reporting on the past, Palma Financial differentiates themselves by proactively helping their clients get to where they are going and achieve their goals.

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.

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