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X-WR-CALDESC:Events for Bright Lake Wealth Management
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DTSTART;TZID=UTC:20260611T183000
DTEND;TZID=UTC:20260611T203000
DTSTAMP:20260615T183803
CREATED:20260529T204325Z
LAST-MODIFIED:20260529T204325Z
UID:10000226-1781202600-1781209800@www.brightlakewealth.com
SUMMARY:De-Risk Your Retirement Dinner Seminar - ROSEVILLE\, CA
DESCRIPTION: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. \nFor 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. \nOne 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. \nEven 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\ndistribution strategy to potentially pay less in future taxes. But where do you begin? \nWhat steps do you need to take today to help ensure financial confidence\ntomorrow? 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.
URL:https://www.brightlakewealth.com/workshop/de-risk-your-retirement-dinner-seminar-roseville-ca-2/
LOCATION:Flemings Prime Steakhousse\, 1101 Galleria Blvd\,\, Roseville\, CA\, 95678\, United States
CATEGORIES:De-Risk Your Retirement with Jacob Thatcher
ATTACH;FMTTYPE=image/webp:https://www.brightlakewealth.com/wp-content/uploads/2023/07/team-681da25dacf80.webp
ORGANIZER;CN="Jacob Thatcher":MAILTO:jacob@brightlakewealth.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260428T183000
DTEND;TZID=UTC:20260428T203000
DTSTAMP:20260615T183803
CREATED:20260319T181225Z
LAST-MODIFIED:20260319T181225Z
UID:10000210-1777401000-1777408200@www.brightlakewealth.com
SUMMARY:De-Risk Your Retirement Dinner Seminar - GRANITE BAY\, CA
DESCRIPTION: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. \nFor 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. \nOne 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. \nEven 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\ndistribution strategy to potentially pay less in future taxes. But where do you begin? \nWhat steps do you need to take today to help ensure financial confidence\ntomorrow? 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.
URL:https://www.brightlakewealth.com/workshop/de-risk-your-retirement-dinner-seminar-granite-bay-ca-3/
LOCATION:Granite Bay Golf Club\, 9600 Golf Club Dr\,\, Granite Bay\, CA\, 95746\, United States
ATTACH;FMTTYPE=image/webp:https://www.brightlakewealth.com/wp-content/uploads/2023/07/team-681da25dacf80.webp
ORGANIZER;CN="Jacob Thatcher":MAILTO:jacob@brightlakewealth.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260421T180000
DTEND;TZID=UTC:20260421T193000
DTSTAMP:20260615T183803
CREATED:20260319T172311Z
LAST-MODIFIED:20260319T172311Z
UID:10000206-1776794400-1776799800@www.brightlakewealth.com
SUMMARY:Social Security and Market Volatility - CITRUS HEIGHTS\, CA
DESCRIPTION: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.  \nIt 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.  \nAttend This Workshop and Learn:  \n➢ When to claim your social security benefits to receive the highest income  \n➢ Financial strategies that could increase your retirement income and last a lifetime  \n➢ How to deal with the current market volatility and inflation  \n➢ Ways to potentially structure your retirement savings so you may worry less about running out of money  \n➢ Common misconceptions about retirement planning  \n➢ Tools and methods available to retirees to help develop a retirement tax strategy 
URL:https://www.brightlakewealth.com/workshop/social-security-and-market-volatility-citrus-heights-ca/
LOCATION:Citrus Heights Community Center\, 6300 Fountain Square Dr\, Citrus Heights\, CA\, 95621\, United States
CATEGORIES:Social Security with Jacob Thatcher
ATTACH;FMTTYPE=image/webp:https://www.brightlakewealth.com/wp-content/uploads/2023/07/team-681da25dacf80.webp
ORGANIZER;CN="Jacob Thatcher":MAILTO:jacob@brightlakewealth.com
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260331T180000
DTEND;TZID=UTC:20260331T193000
DTSTAMP:20260615T183803
CREATED:20251219T232324Z
LAST-MODIFIED:20251219T232324Z
UID:10000197-1774980000-1774985400@www.brightlakewealth.com
SUMMARY:Social Security and Market Volatility - FOLSOM\, CA
DESCRIPTION: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.  \nIt 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.  \nAttend This Workshop and Learn:  \n➢ When to claim your social security benefits to receive the highest income  \n➢ Financial strategies that could increase your retirement income and last a lifetime  \n➢ How to deal with the current market volatility and inflation  \n➢ Ways to potentially structure your retirement savings so you may worry less about running out of money  \n➢ Common misconceptions about retirement planning  \n➢ Tools and methods available to retirees to help develop a retirement tax strategy 
URL:https://www.brightlakewealth.com/workshop/social-security-and-market-volatility-folsom-ca-5/
LOCATION:Folsom Community Center\, 52 Natoma St\,\, Folsom\, CA\, 95630\, United States
CATEGORIES:Social Security with Jacob Thatcher
ATTACH;FMTTYPE=image/webp:https://www.brightlakewealth.com/wp-content/uploads/2023/07/team-681da25dacf80.webp
ORGANIZER;CN="Jacob Thatcher":MAILTO:jacob@brightlakewealth.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260324T180000
DTEND;TZID=UTC:20260324T193000
DTSTAMP:20260615T183803
CREATED:20251219T232006Z
LAST-MODIFIED:20251219T232006Z
UID:10000196-1774375200-1774380600@www.brightlakewealth.com
SUMMARY:Social Security and Market Volatility - ROCKLIN\, CA
DESCRIPTION: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.  \nIt 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.  \nAttend This Workshop and Learn:  \n➢ When to claim your social security benefits to receive the highest income  \n➢ Financial strategies that could increase your retirement income and last a lifetime  \n➢ How to deal with the current market volatility and inflation  \n➢ Ways to potentially structure your retirement savings so you may worry less about running out of money  \n➢ Common misconceptions about retirement planning  \n➢ Tools and methods available to retirees to help develop a retirement tax strategy 
URL:https://www.brightlakewealth.com/workshop/social-security-and-market-volatility-rocklin-ca-5/
LOCATION:Rocklin Public Library\, 4890 Granite Dr\, Rocklin\, 95677\, United States
CATEGORIES:Social Security with Jacob Thatcher
ATTACH;FMTTYPE=image/webp:https://www.brightlakewealth.com/wp-content/uploads/2023/07/team-681da25dacf80.webp
ORGANIZER;CN="Jacob Thatcher":MAILTO:jacob@brightlakewealth.com
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