Complimentary Educational Workshop at Ripon Branch Library in Ripon, CA

Strategies to Protect and Grow Your Retirement Income

Workshop Event Details:

Location: Ripon Branch Library

Date: Tuesday, April 23 OR Thursday, April 25

Time: 6:00 PM

Address: 333 W Main St.; Rippon, California 95366

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Seating is limited. Nothing will be sold and there is no charge to attend!

Join us for an Educational Workshop that will provide you with critical information to help you understand how to protect and grow your Retirement Income Planning. After this class, you’ll be able to make informed decisions about your retirement and understand how your current choices can help keep you financially comfortable for the rest of your life.

What we’ll cover:

  • How to protect and grow your retirement income at the same time.
  • How a proper comprehensive estate plan may minimize or eliminate estate taxes, save time, and leave more money to your heirs.
  • The three basic retirement nest egg accounts.
  • How to accumulate dollars in the right types of accounts for future retirement income.
  • Tax-deferred vs. tax-free accounts: Which one is right for you?
  • How to define a “true” tax-free investment.
  • Strategies to reduce or eliminate taxes in retirement.
  • Strategies to protect your hard-earned retirement nest egg.
  • Social Security timing and claiming strategies to help maximize your benefits.

And much more!

Complimentary Workshop Registration

Seating is limited. Sign up today to guarantee your seat(s)!

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By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
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About Your Presenter

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William Coulter

President

William D. Coulter was born and raised in Richmond, California. He has been in the financial services industry for over twenty years. His career path has taken him from Mortgage Account Executive, Mortgage Branch Manager, Real Estate Agent, Real Estate Broker and now Wealth Preservation and Asset Protection. My priority is my clients, that is why company is named People “First” Integrity Financial Inc. We are happy to service Federal and State Government employees alone with retirement our public section folks with retirement planning strategies.

People First Integrity Financial Inc. has been named one of the fastest growing financial firms in the United States of America! Our model is “People” before profits!

My family consist of prominent Lawyer’s, Real Estate Professionals and Engineers. We are public serving people who proud ourselves with honesty and Integrity.

In my spare time, I like to spend time with his family doing whatever comes to mind. My hobbies include working out with free weights, Real Estate Investing, Reading, and Dreaming about my future.

California State License Number: 4007289

Any Questions Regarding This Event Call: (510) 375-7402

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Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration?

Our presenter is not affiliated with the Social Security administration or any other government agency

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This is an educational seminar about income in retirement. We will present facts and figures from credible sources, professionals in the Financial Services industry. You will not be required to purchase anything. Let me reiterate, this is an educational seminar only. No selling of any kind will be done at the event. This presentation is being conducted by a local Stockton, California Life Insurance professional. The presenter has been in the Financial Services business for over twenty five years.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

 

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.

This presentation is not intended to be legal or tax 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.