Transform your retirement with proven tax strategies during our seminar "Taxes & Retirement"
Discover recent law changes and strategic planning for a secure financial future.
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Major Challenges
HIGH TAXES
Many retirees face unexpected tax burdens that reduce their income.
INVESTMENT RISKS
Misunderstandings about risks and returns can lead to financial instability.
HIDDEN FEES
Unseen fees can eat away at your retirement savings.
LONGEVITY RISK
Outliving your savings due to inadequate planning and unexpected expenses.
Why you should attend
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SAVE ON TAXES
Learn how to save on taxes during retirement through smart strategies.
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MINIMIZE RISK AND FEES
Discover ways to reduce risks and minimize fees to grow your retirement income.
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Professional GUIDANCE
Get insights from professionals on protecting and growing your retirement savings.
Porter Valley Country Club
19216 Singing Hills Drive
Northridge CA 91326
Thursday, January 16
6:00 PM
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YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!
*Please be advised that your registration for this event doesn't confirm your seat. A member of our team will reach out to you in one business day to confirm your seat for the seminar.
Session Topics
TAX PLANNING
Learn strategies to minimize taxes under current laws.
RISK MANAGEMENT
Reduce investment risks while ensuring returns.
FEE REDUCTION
Understand how to avoid excessive fees that affect your savings.
SOCIAL SECURITY
Maximize Social Security benefits with smart planning.
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This event has been funded in whole by Athene.
Ivy Pierson, CEP, MBA
Founder, Investment Advisor Representative
Ivy Pierson has spent the past two decades as a financial advisor, supporting her clients and their families as they flourish and evolve. She works closely with each client, guiding them from their working years through retirement. By applying her extensive experience and insight, Ivy aims to give clients the edge their wealth needs to thrive, all while helping to alleviate financial stress.
