Do you want to minimize your taxes in retirement? Please join us for a Private Taxes in Retirement Educational Workshop at Rancho Santa Fe Community Center, where you will be provided with answers to your questions about retirement harvesting tax strategies. Many Seniors enter retirement a bit scared. They have funded their Roth, 401k and savings…

Do you want to minimize your taxes in retirement? Please join us for a Private Taxes in Retirement Educational Workshop at Rancho Santa Fe Community Center, where you will be provided with answers to your questions about retirement harvesting tax strategies. Many Seniors enter retirement a bit scared. They have funded their Roth, 401k and savings…

Are you financially prepared for the challenges ahead? Please join us for a Private Retirement Planning Event at Vintana , where you will be provided with the latest strategies to help you appropriately prepare for a successful retirement. Important topics we will cover: How to generate reliable income for you and your spouse. Strategies to protect your…