Retirement Planning Workshop


Shasta County Residents Preparing to Retire:

It’s been said that failing to plan is planning to fail, that has never been more true than with your retirement. You only retire once, so planning ahead is crucial, and failing to do so could be a VERY costly mistake. So let us help take some of the mystery out of the planning process. Attend our free local workshop and learn more about the tools you can use to help plan for the retirement you have been dreaming of. 

What is Covered?

Session on Estate Planning
Ted Thatcher - Senior Advisor



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.


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Social Security and Market Volatility

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

Connect with Advisor Ted Thatcher

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.


May 15
6:00 pm - 7:30 pm


Ted Thatcher


Turtle Bay Exploration Park Classroom
844 Sundial Bridge Drive
Redding, 96001 United States
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(530) 243-8850
View Venue Website


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