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Estate Planning

Red Bluff Community Center 1500 S Jackson St, Red Bluff, CA, United States

WHAT YOU NEED TO KNOW ABOUT "WILL AWARENESS" IN 2024 If you're among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. Did you know? 64% of Americans say having a will is important, fewer than 32% […]

Free

Estate Planning

Gaia Hotel 4125 Riverside Pl, Anderson, United States

WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024 If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. Did you know? 64% of Americans say having a will is important, fewer than 32% […]

Free

Social Security and Taxes: MEDFORD OR

Rogue Community College 7800 Pacific Ave, White City, OR, United States

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 […]

Free

Social Security and Taxes: MEDFORD OR

Rogue Community College 7800 Pacific Ave, White City, OR, United States

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 […]

Free

Are you paying too much in taxes in your retirement?

Sheraton Ballroom 820 Sundial Bridge Drive, Redding, CA, United States

Ahhhh, taxes — a necessary evil in our American lives. They pay for roads, safety and a whole host of other community-related services. We enjoy the benefits our taxes pay for but loathe the idea of paying more than our fair share. Taxes leave our pockets with that less-than-full feeling after Uncle Sam takes his […]

Free

Social Security, Taxes and Market Volatility

Sheraton Ballroom 820 Sundial Bridge Drive, Redding, CA, United States

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 […]

Free

Estate Planning

Redding Library 1100 Parkview Ave, Redding, CA, United States

WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024 If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. Did you know? 64% of Americans say having a will is important, fewer than 32% […]

Free

Social Security and Taxes

Simpson University 2211 College View Drive, Redding, CA, United States

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 […]

Free

Social Security and Market Volatility (White City, OR)

Rogue Community College 7800 Pacific Ave, White City, OR, United States

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 […]

Free

Social Security and Market Volatility (White City, OR)

Rogue Community College 7800 Pacific Ave, White City, OR, United States

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 […]

Free

Client Appreciation Day

Turtle Bay Exploration Park Classroom 844 Sundial Bridge Drive, Redding, United States

***CLIENTS ONLY***   Please join our team at Turtle Bay Exploration park for a fun-filled day at Turtle Bay! We will have the entire park to ourselves to enjoy. There will be several activities, food, music, and a special announcement from Ted that you will not want to miss! You can also bring as many […]

Free

DeRisk Your Retirement

Sheraton Ballroom 820 Sundial Bridge Drive, Redding, CA, United States

Ahhhh, taxes — a necessary evil in our American lives. They pay for roads, safety and a whole host of other community-related services. We enjoy the benefits our taxes pay for but loathe the idea of paying more than our fair share. Taxes leave our pockets with that less-than-full feeling after Uncle Sam takes his […]

Free