Thanks for signing up for one of our upcoming webinars!
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
Your Webinar Date & Time:
- Monday, June 19 at 12:00 PM PDT
- Tuesday, June 20 at 6:30 PM PDT
- Thursday, June 22nd at 6:30 PM PDT
Add it to your calendar:
Thank you for registering for our upcoming webinars. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].
Webinar Date & Time:
– Monday, June 19 at 12:00 PM PDT
– Tuesday, June 20 at 6:30 PM PDT
– Thursday, June 22nd at 6:30 PM PDT
Please join the webinar 5-10 minutes in advance to avoid any disruptions once the presentation begins.
You will receive an email confirmation from [email protected] with your registration details and the link to join the webinar. Please add this email address to your contact or safe sender list, as you will not be able to join the presentation without your unique link. We will also send you reminder emails as the event draws nearer.
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 speaking with you!
Kristie Cahill, CFP®
Founder | Haven Wealth Management
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.