Brea Community Center

Brea Community Center is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Meeting Room B
695 Madison Way, Brea, CA 92821

Seating is limited, so sign up today!

No Charge to Attend!

Brea Community Center

Brea Community Center is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Meeting Room B
695 Madison Way, Brea, CA 92821

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
THE NEW TAX AND FINANCIAL RULES FOR RETIREMENT HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.


You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. Fortunately, there are sound ways to help stretch your retirement income. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events. The concepts discussed in this course are most suitable for those with investable assets of $150k or more.

Join us at Brea Community Center for an informational workshop and Insurance Sales Presentation covering retirement income strategies on Tuesday, July 16 from 6:30-8:00 PM. Kemwana Wilson-Luck, an Investment Advisor Representative of Gradient Advisors presents A New Generation of Retirement at the Brea Community Center.

This focuses on sound financial strategies that may help you prepare for a successful retirement

  • Tap into your retirement accumulations and make the most of your income streams
  • Potentially protect your income and assets from the unexpected
  • Addressing common challenges to retiree portfolios
  • Prepare for a more comfortable and rewarding retirement lifestyle!

This educational workshop focuses on sound financial strategies that may help you prepare for a successful retirement

  • Tap into your retirement accumulations and make the most of your income streams
  • Potentially protect your income and assets from the unexpected
  • Addressing common challenges to retiree portfolios
  • Prepare for a more comfortable and rewarding retirement lifestyle!

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This Workshop and Insurance Sales Presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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