Retirement Planning Workshop

SHASTA COUNTY EVENT

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

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

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Social Security and Market Volatility

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

Free
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.

Details

Date:
May 15
Time:
6:00 pm - 7:30 pm
Cost:
Free
Website:
https://www.brightlakewealth.com/socialsecurityplanningworkshop1/

Organiser

Ted Thatcher
Email
support@brightlakewealth.com

Venue

Turtle Bay Exploration Park Classroom
844 Sundial Bridge Drive
Redding, 96001 United States
+ Google Map
Phone
(530) 243-8850
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.