DeRisk Your Retirement

How do you manage your risk in retirement?

Navigate Retirement with Confidence

Imagine this: you’ve spent decades building your nest egg, diligently saving for the retirement you’ve always envisioned. But taxes, market fluctuations and unforeseen expenses threaten to erode your hard-earned savings. Many retirees are unaware of strategies that may help reduce tax liabilities and preserve their assets during the distribution phase of retirement.

Don’t let uncertainty cloud your retirement years. Join us for a free workshop designed to provide you with insights to help de-risk your retirement. Learn how you may develop a distribution strategy that strives to optimize your income and potentially minimize taxes. Take control of your future today—are you ready to take the first step?

What is Covered?

– Understanding the impact of taxes on your retirement income.

– Strategies for transitioning from accumulation to distribution phase.

– Strategies to help preserve your assets during retirement.

– Developing a tax-efficient distribution plan.

– Deciding when and from which accounts to draw income

– Repositioning assets for potential tax advantages.

– Steps to potentially reduce future tax liabilities.

– Collaborating with financial professionals to aim for financial confidence.

Guest Presenter:

Ted Thatcher

Ted Thatcher is the president of Bright Lake Wealth Management and leads the Medford, Oregon, and Redding, California, chapters of the American Financial Education Alliance (AFEA). His passion for financial advising is rooted in his love for his family—his wife Kassandra and their children, Ethan, Lincoln, and Olivia. Ted aims to ensure everyone he meets has a written retirement plan, focusing on those approaching retirement and those already retired. He believes confidence in retirement comes from a solid strategy, which he calls Bright Lake Wealth. Ted fosters a welcoming, service-oriented atmosphere inspired by the supportive community of his Midwest upbringing.

REGISTER:

« All Events

Social Security and Market Volatility (White City, OR)

October 10 @ 1:00 pm - 2:30 pm

Free

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

Details

Date:: October 10
Time:: 1:00 pm - 2:30 pm
Cost:: Free
Event Category:: Social Security with James Thatcher

Organiser

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

Venue

: Rogue Community College
: 7800 Pacific Ave
White City, OR 97503 United States + Google Map
Phone: 541-956-7500
: View Venue Website

10/10/2024 Social Security

7 Going

43 remaining, Last day to RSVP

RSVP Here

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.