Complimentary Lunch at Cattlemens Restaurant in Roseville, CA
Avoiding Common Financial Pitfalls & Maximizing Your Retirement Income
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Your choice of Steak, Chicken, Salmon or Pasta entrée.
2000 Taylor Rd
Roseville, CA 95678
– Wednesday, September 6 at 11:30 a.m.
– Thursday, September 7 at 11:30 a.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Do you have a plan to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Cattlemens Restaurant while we discuss the following important topics for those in or nearing retirement:
What we’ll cover:
- And MUCH more!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
This presentation combines two empowering elements:
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current retirement income plan.
Meet Your Host
James D. Kersey, CLU, ChFC, RHU, REBC, Lighthouse Financial & Tax
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
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period 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 products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.