Retirement Planning Workshop

HOSTED AT SHERATON HOTEL REDDING CA.

Are you Preparing to Retire:

Do you know how to De-RISK your retirement? With things like market volatility, taxes, fees and goverment changes looming it be easy to get overwhelmed and what you really need to do is educature yourself so you can make informed decisions about your retirement plan and hopefully retire the way you have always dreamed. I want to invite you to one of our free no obligations workshops where you can learn how you might derisk your retirement and get your questions answered by a real professional. 

What is Covered?

Session on Estate Planning
Ted Thatcher - Senior Advisor

Presenter:

TED THATCHER

Ted Thatcher is the president of Bright Lake Wealth Management. As a financial advisor, he also serves as the president of the American Financial Education Alliance [AFEA – 501(c)(3)] Medford, Oregon, and Redding, California, chapters. The passion he has for his field was born from the love of his family and preparing for their future. He cherishes each of them, from his wife, Kassandra, to his sons, Ethan and Lincoln, and daughter, Olivia.

Ted’s passion for his family overflows to his office. He prides himself on creating an education-focused environment where the passion he has for his own family’s future can be mirrored and focused on you and your future goals. As a financial advisor, it is Ted’s goal that each person he meets has a written plan to help protect his or her retirement. He focuses on those who are just beginning to see retirement on the horizon, those just beginning their retirement and those who are already retired. It is Ted’s sincere desire that everyone possesses the confidence so many people only hope to have in their retirement. He believes this confidence is achieved by executing a written plan he calls the Pine Brook Financial Roadmap.

It is with tools like this that Ted has helped people grow and preserve their retirement assets. He aims to create a welcoming, service-oriented environment, which he found was always present where he grew up in the Midwest.

Testimonials

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Are you paying too much in taxes in your retirement?

June 11 @ 6:30 pm - 8:30 pm

Free
Ted Thatcher - Senior Advisor

Ahhhh, taxes — a necessary evil in our American lives. They pay for roads, safety and a whole host of other community-related services. We enjoy the benefits our taxes pay for but loathe the idea of paying more than our fair share. Taxes leave our pockets with that less-than-full feeling after Uncle Sam takes his cut. Taxes follow you even into retirement. Those retirement accounts you’ve started drawing from, Social Security benefits you’re receiving and other income from accounts designed to support your lifestyle in retirement may
be taxable. For most of your working life, you’ve been in an accumulation phase — gathering and growing assets to be used to support you in your later years. During retirement, however, you move to a different mindset as you transition into a distribution phase. Planning for the distribution phase includes a shift in perspective as you work toward preserving the assets you spent so many years building. One of the keys to preserving your assets is to develop an appropriate distribution strategy, one that accounts for many things — including the taxes you’ll owe in retirement — and answers key questions: When should I start taking income from my accounts? Which accounts should I take the income
from? A distribution strategy is designed to create a plan for optimizing your tax liability and your income — and maintaining that income for as long as you
will need it. Even if you’ve already entered retirement, you can still benefit from distribution planning and potential repositioning of assets to help ensure your strategy is as tax efficient as possible. While distribution planning would start before retirement in an ideal world, people who have already entered retirement can also greatly benefit from building a
distribution strategy to potentially pay less in future taxes. But where do you begin? What steps do you need to take today to help ensure financial confidence
tomorrow? An experienced financial professional can help you develop a tax-efficient approach designed to preserve your retirement assets, whether you’re already retired or you plan to work 10 more years.

Details

Date:
June 11
Time:
6:30 pm - 8:30 pm
Cost:
Free
Website:
https://www.brightlakewealth.com/deriskyourretirementworkshop2/

Organiser

Ted Thatcher
Email
support@brightlakewealth.com

Venue

Sheraton Ballroom
820 Sundial Bridge Drive
Redding, CA 96001 United States
+ Google Map
Phone
(530) 364-2800
View Venue Website
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Social Security and Taxes

July 15 @ 6:00 pm - 7:30 pm

Free
Connect with Advisor Ted Thatcher

LEARN STRATEGIES AIMED AT MINIMIZING YOUR TAXES AND RETIRE CONFIDENTLY

Social Security is often the largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE! Making the wrong choices could cost you! All Attendees can receive a complimentary Social Security Maximization analysis.

WE WILL DISCUSS:

  • Outside-the-box concepts for retirement income distribution
  • How to create a tax-focused retirement plan
  • Learn why retirement is a major women’s issue
  • Learn strategies aimed to maximize retirement income without giving up legacy objectives
  • How to avoid benefit reductions

LEARN HOW INFLATION, TAXES AND MARKET VOLATILITY MAY IMPACT YOUR PLANS FOR RETIREMENT

At this educational workshop we will discuss:

  • Inflation: Did the recent 40-year high inflation rate of 6.04% just cause a retirement setback?
  • Recession: Could the economy collapse? What happens if the markets dive just as you retire?
  • Taxes: How future tax rate increases may affect your retirement, and will you be left with enough money?
  • Government: How will the new legislation and government spending impact your bottom line and retirement nest egg?
  • SECURE Act 2.0: Learn what your new required minimum distribution age is.

Maximize Social Security benefits

  • Retirement won’t plan itself
  • Develop a retirement plan with confidence
  • YOU have to retire on your planning strategies, not your adviser
  • Learn to not worry about running out of money

Join us in Room 2165 at Shasta College to learn more!

Details

Date:
July 15
Time:
6:00 pm - 7:30 pm
Cost:
Free

Organiser

Ted Thatcher
Email
support@brightlakewealth.com

Venue

Shasta College
11555 Old Oregon Trail
Redding, CA 96049-6006 United States
+ Google Map
Phone
530-242-7500

07-15-2024 Social Security and Taxes: Ted Thatcher

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This website Bright Lake Wealth Management (this “Website”) is owned and operated by Bright Lake Wealth Management. Bright Lake Wealth Management offers investment advisory services and is registered with the state. Registration does not constitute an endorsement of the advisory firm by the state nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bright Lake Wealth Management as of the date hereof, which are subject to change without notice at any time. Bright Lake Wealth Management does not represent that any opinion or projection will be realized. Bright Lake Wealth Management, nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.