Events
National Retirement Academy - Taxes and Retirement
Where - Hotel Casa 425 + Lounge, 425 W 1st St, Claremont, CA 91711
When - Wednesday, May 17th at 2:00pmOR6:00pm OR Tuesday, May 23rd at
RSVP - rachel@1on1financial.com, (909)981-1720
Individuals who are recently retired or retiring in the next 15 years
Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
How to create a bucket plan strategy with your investments
Why ROTH conversions and TCJA could impact your retirement
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 24, 2020
6:30a - 8:00a
Goldy S. Lewis Community Center
March 18, 2020
6:30p - 8:00p
La Verne Community Center
November 12, 2019
6:30p - 8:00p
Claremont High School
Savvy Social Security Planning
Savvy Social Security Planning for Boomers