Complimentary Dinner Event at Embassy Suites in Palmdale

Reducing Your Tax Burden in Retirement

Dinner Event Details:

Location: Embassy Suites in Palmdale

Date: Thursday, February 22, 2024

Time: 6:15 PM PST

Address: 39375 5th St West; Palmdale, CA 93551

Note: This event is most suited for individuals and couples who have saved at least $100,000+ for retirement

Seating is limited. A complimentary meal will be served.
Nothing will be sold and there is no charge to attend!

Join us for an Educational Workshop and Complimentary Dinner that will provide you with critical information to help you understand how to protect and grow your retirement income from market volatility.

After this class, you’ll be able to make informed decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.

What we’ll cover:

  • Strategies to reduce or eliminate taxes in retirement.
  • Strategies to protect your hard-earned retirement nest egg from market volatility.
  • Tax-deferred vs. tax-free accounts: Which one is right for you?
  • How the 2024 Elections May Affect The Stock Market.
  • What are the latest structural changes to your Required Minimum Distributions (RMDs).
  • And much more!

BONUS TOPICS:

  • How the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025 and how these could alter your retirement plan.
  • How to protect and grow your retirement income at the same time.
  • How to accumulate dollars in the right types of accounts for future retirement income.
  • Ways to have upside potential with no downside risk for your IRA, 401(k), TSP, or pension plan.

Complimentary Dinner Registration

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

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Note: This event is most suited for individuals and couples who have saved at least $100,000+ for retirement

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

Adrian B. Dares

Adrian B. Dares is a fully licensed California Life Agent. For more than 25 years, Adrian has been providing his clients with trusted and valuable financial solutions and income planning. He offers an extensive menu of services to help meet the needs of virtually any client at any stage of life, and his company, Financial Risk Management, provides a multitude of financial services and income planning strategies. Adrian is a dynamic and informative seminar speaker at regularly scheduled financial seminars throughout Southern California.

Adrian has extensive experience in the areas of retirement planning strategies, financial vehicles, life insurance, tax-free income strategies, and long-term care products. He is affiliated with a wide array of different carriers and AAA-rated financial institutions, allowing him the freedom to tailor individual strategies to each client’s specific needs and objectives. His detail-oriented approach has helped scores of valued clients enjoy the increased reassurance they desire, along with growth and income stability in retirement.

Adrian has been named to multiple insurance companies’ Top Producers lists throughout the country for his outstanding achievements. He is also a nationally-recognized speaker sitting on the Advisory Board of Personalized Brokerage Services (PBS), and IAMS, Inc. – one of the premier Field Marketing Organizations in the country.

Adrian is a proud father and resides in Antelope Valley with his wife and 2 of his children. He is an active member of the Antelope Valley chapter of the National Association of Insurance & Financial Advisors (NAIFA) as well as being a multi-year Court and Top of the Table member of the Million Dollar Round Table (MDRT). He serves as the Board Director for the local Chamber of Commerce and has been named as the Top Businessmen of the Year for Antelope Valley. In 2021, he was named #1 Advisor by both the Sammons Financial Group and the North American Company. He has also received several certificates of recognition and commendation from the California State Senate, US House of Representatives, and various law enforcement agencies for his work with the community and veteran advocacy.

Financial Risk Management is an A+ rated company with the Better Business Bureau and has earned an AAA rating from the Business Consumer Alliance.

Adrian is dedicated to providing the highest level of service to clients in the Antelope Valley, San Fernando Valley, and Valencia. He also has clients in 32 states.

CA State License Number: 0E02672

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?

The Presenter is not affiliated with the Social Security administration or any other government agency

Insurance Products sold through Financial Risk Management Inc Insurance Agency.  All Rights Reserved.