Retirement Planning Workshop

HOSTED AT SIMPSON UNIVERSITY

Estate Planning
Education:

Are you prepared to safeguard your legacy for future generations? Join me James Thatcher for a free local workshop where I will attempt to help demystify the intricacies of estate planning. You’ll learn how to effectively manage your assets, minimize taxes, and ensure your loved ones are taken care of according to your wishes. Reserve your spot today and take the first step towards a secure and well-planned future for your family!

What is Covered?

Session on Estate Planning
Mac James Thatcher - Financial Advisor

Presenter:

James Thatcher

From a young age, James Thatcher had an interest in personal finance. He opened up his own IRA at 19 and often helped friends and relative create monthly budgets and financial planning to keep track of their money. Growing up in the midwest, where a firm handshake was often the beginning of a long-lasting relationship, James also learned the value of personal connections and showing up for others early on. James spent several years working in customer service, following his passion for helping others. As a Financial Advisor, he takes pride in assisting clients in creating a comprehensive financial strategy that sets them up for success in retirement.

Testimonials

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Social Security and Taxes and Market Volatility

June 24 @ 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 

Details

Date:
June 24
Time:
6:00 pm - 7:30 pm
Cost:
Free

Organiser

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

Venue

Simpson University
2211 College View Drive
Redding, CA 96003 United States
+ Google Map
Phone
(530) 224-5600
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.