Yorba Linda Community Center

Activity Room A
4501 Casa Loma Ave, Yorba Linda, CA 92886

Seating is limited, so sign up today!

Complementary Presentation!

Yorba Linda Community Center

Activity Room A
4501 Casa Loma Ave, Yorba Linda, CA 92886

Seating is limited, so sign up today!

Complementary Presentation!

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 financial vehicles. You will need to make decisions on a strategy to withdraw funds from your savings, investments, and retirement plans. You will want to have a strategy in place designed to protect your income and assets from unforeseen events.

Fortunately, there are strategies designed to help stretch your retirement income. Each household present will receive a free copy of the book, Smart Couples Finish Rich.

Join us at Yorba Linda Community Center for an informational workshop and Insurance Sales Presentation covering retirement income strategies on Wednesday, December 12 from 6:00-7:30 PM or Thursday, December 13 from 6:00-7:30 PM.

This informational workshop and Insurance Sales Presentation focuses on financial strategies designed to help you prepare for a successful retirement:

  • Discuss different financial products that can help build an income-producing strategy
  • Strategies for turning your accumulated retirement assets into your retirement income stream
  • Protect Your Money – Can you preserve your financial assets and protect them from market volatility?
  • Identifying and discussing common threats to retiree portfolios
  • Learn about financial vehicles that can provide stability, earnings potential, and a lifetime income stream
  • Approach retirement with a greater sense of financial confidence

This informational workshop focuses on financial strategies designed to help you prepare for a successful retirement:

  • Discuss different financial products that can help build an income-producing strategy
  • Strategies for turning your accumulated retirement assets into your retirement income stream
  • Protect Your Money – Can you preserve your financial assets and protect them from market volatility?
  • Identifying and discussing common threats to retiree portfolios
  • Learn about financial vehicles that can provide stability, earnings potential, and a lifetime income stream
  • Approach retirement with a greater sense of financial confidence

Register Now

If you are in need of a sign language interpreter, please contact us by responding to this e-mail or 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 specific products will be promoted. However, the Financial Adviser presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the Financial Adviser nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Privacy Policy.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mosley Insurance and Financial Services are not affiliated companies. Mosley Insurance and Financial Services is not affiliated with the US government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 641503

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