With the government frequently changing the rules of the game, investments and estate planning should be reviewed often to ensure that investments remain tax‑efficient and that estate planning documents are designed to minimize taxes and accurately reflect your intentions.

You will learn about the following topics, in easy to understand terms:

• What are the damaging impact of Taxes?
• What are the risks with the current market and our Economy?
• How you can help Reduce your tax burden during the golden years.
• How to address the rising inflation and interest rates.
• What you can do now help protect yourself from unnecessary Risks.
• How to potentially maximize Social Security benefits and how to potentially minimize taxes on them.
  
  

Admission is FREE and lunch is on us, but space is limited! Plan for your retirement and build a future you love.

Join Oscar Mondragon, Founder & President of Centric Wealth, as he leads a seminar covering various topics of Retirement. Click on link to register for the event or contact our office to learn more.

SEATING IS LIMITED
LUNCH WILL BE PROVIDED