Thanks for signing up for one of our upcoming events!
Avoiding Common Financial Pitfalls & Maximizing Your Retirement Income
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Your Event Date & Time:
- Tuesday, June 20 at 11:30 a.m.
- Thursday, June 22 at 11:30 a.m.
Add it to your calendar:
– Tuesday, June 20 at 11:30 a.m.
– Thursday, June 22 at 11:30 a.m.
Please arrive at least 15 minutes early to allow time to park, check-in and be seated.
Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!
You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected]. at your earliest convenience so we can accommodate other guests accordingly.
If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.
We look forward to seeing you there!
James D. Kersey, CLU, ChFC, RHU, REBC
Lighthouse Financial & Tax
6187 Carpinteria Ave,
Carpinteria, CA 93013
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.