The Village at UCSD

The Village at UCSD is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Village West Building 2 – Room 2C
2202 Scholars Drive North, La Jolla, CA 92093

Seating is limited, so sign up today!

No Charge to Attend!

The Village at UCSD

The Village at UCSD is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
Village West Building 2 – Room 2C
2202 Scholars Drive North, La Jolla, CA 92093

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
The new tax and financial rules 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. 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.

Fortunately, there are sound ways to help stretch your retirement income. At this informational workshop you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this workshop and contains information you will want to remember from this presentation.

Join us at The Village at UCSD for an informational workshop covering retirement income strategies on Monday, July 15 from 6:00-7:30 PM.

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

  • The official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • 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

  • The official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • 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 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.

This presentation should not be used as a basis for legal, accounting and/or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. The materials are provided for informational purposes only. The strategies and investments discussed during the presentation may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more than or less than when originally invested.