When: Thursday, June 8th, 2023,  Wednesday, June 14th, 2023, and Tuesday, June 20th, 2023 

Where: Piatti Sacramento, 571 Pavilions Ln, Sacramento, CA 95825

Where: 5:45pm Arrival, 6pm Start

Workshop Discussion Highlights:

  • TAXES IN RETIREMENT: The tax implications of our latest administration.

  • IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss strategies that may help grow and protect your hard-earned assets from a market correction and other risks in today’s economy.

  • STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement. 

  • RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

  • LEGACY PLANNING: What happens to your family when something happens to you?

  • MITIGATING RISK: What we feel is a big mistake many Americans are making with their retirement accounts.

*Please note: Your registration is not confirmed until you have spoken with a member of our team. Menu selection will be provided by team member at the time of contact.