Bright Lake Wealth

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

Register Below:

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Social Security and Market Volatility in MEDFORD OR

February 18 @ 6:00 pm - 7:30 pm

Free
Mac James Thatcher - Financial Advisor

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation. 

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you may potentially save thousands of dollars. 

Attend This Workshop and Learn: 

➢ When to claim your social security benefits to receive the highest income 

➢ Financial strategies that could increase your retirement income and last a lifetime 

➢ How to deal with the current market volatility and inflation 

➢ Ways to potentially structure your retirement savings so you may worry less about running out of money 

➢ Common misconceptions about retirement planning 

➢ Tools and methods available to retirees to help develop a retirement tax strategy 

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
02/18/2025 Social Security with James Thatcher
We will be in the ADAMS Conference Room! Looking forward to seeing you there!
$0.00
44 available

Details

Date:
February 18
Time:
6:00 pm - 7:30 pm
Cost:
Free
Event Category:

Organiser

James Thatcher
Phone
530-395-0202 ext.201
Email
hello@brightlakewealth.com
View Organiser Website

Venue

Medford Library
205 S Central Ave
Medford, OR United States
+ Google Map
Phone
(541) 774-8690
View Venue Website
Loading Events

« All Events

Social Security and Market Volatility in MEDFORD OR

February 18 @ 6:00 pm - 7:30 pm

Free
Mac James Thatcher - Financial Advisor

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation. 

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you may potentially save thousands of dollars. 

Attend This Workshop and Learn: 

➢ When to claim your social security benefits to receive the highest income 

➢ Financial strategies that could increase your retirement income and last a lifetime 

➢ How to deal with the current market volatility and inflation 

➢ Ways to potentially structure your retirement savings so you may worry less about running out of money 

➢ Common misconceptions about retirement planning 

➢ Tools and methods available to retirees to help develop a retirement tax strategy 

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
02/18/2025 Social Security with James Thatcher
We will be in the ADAMS Conference Room! Looking forward to seeing you there!
$0.00
44 available

Details

Date:
February 18
Time:
6:00 pm - 7:30 pm
Cost:
Free
Event Category:

Organiser

James Thatcher
Phone
530-395-0202 ext.201
Email
hello@brightlakewealth.com
View Organiser Website

Venue

Medford Library
205 S Central Ave
Medford, OR United States
+ Google Map
Phone
(541) 774-8690
View Venue Website

Disclosure

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.