Complimentary Lunch in Roseville, CA
Avoiding Common Financial Pitfalls & Maximizing Your Retirement Income
An enlightening presentation for those in or nearing retirement looking to maximize their income and avoid outliving their savings. Join us to discover:
2000 Taylor Rd, Roseville, CA 95678
Dates & Times
– Tuesday, October 24 at 11:30 a.m.
– Wednesday, October 25 at 11:30 a.m.
What's on the menu?
Your choice of Steak, Chicken, Salmon or Vegetarian Pasta entrée.
Do you have a holistic retirement income strategy in place?
Don’t miss this information-packed event!
Need an extra reason (or two) to register?
This presentation combines two valuable elements:
Live instruction from a local financial professional in an engaging, easy-to-understand format.
Actionable Next Steps
Attendees will receive a retirement income planning and Social Security maximization guide.
Meet Your Host
James D. Kersey, CLU, ChFC, RHU, REBC | Lighthouse Financial & Tax
Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 40 years. Jim holds four designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefit Consultant (REBC). He also holds the series 6, 63 & 65 registrations, which allows him to actively manage his clients’ assets.
As a fiduciary, he prides himself on his integrity with clients, his company, and his employees. He is highly educated in finance, estate, retirement, and tax planning, and has been featured on the KFBK radio station, local newspapers, and on the web for financial advising.
Jim has been married to his sweetheart Carri since 1988. Together, they have five children and four grandchildren. Jim is deeply involved in the community, where he serves as a Boy Scouts of America Scout Master and enjoys vacationing, the outdoors, and spending time with his loved ones.
CA Insurance License #0590787
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 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 presentation is not intended to be legal or tax 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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.