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Compass Wealth Planning LLC is an investment advisor registered in the State of California.
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* Pleasant Hill Community Center is not affiliated with Compass Wealth Planning LLC
DISCOVER STRATEGIES TO REDUCE TAXES AND AVOID POTENTIAL COSTLY RETIREMENT MISTAKES
* Pleasant Hill Community Center is not affiliated with Compass Wealth Planning LLC
Pleasant Hill Community Center - McHale Room*
320 Civic Dr, Pleasant Hill, CA 94523
October 29th from 6:00 PM to 8:00 PM
ZERO-OBLIGATION, COMPLIMENTARY WORKSHOP
This is a complimentary educational workshop on the tax and income decisions people face in the years around retirement. There is no cost to attend and nothing will be sold.
During This Educational Workshop, We'll Discuss:
- Which of your accounts to draw from first — and why the order matters
- How Roth conversions may reduce your lifetime tax bill
- How your income affects Medicare premiums and how to plan around it
- How to coordinate Social Security timing with your withdrawal strategy
- Potential ways to reduce taxes on money you plan to leave to your family
- Get answers to the questions: Could I be overpaying in taxes? What am I missing?
Hosted by a CERTIFIED FINANCIAL PLANNER® from Compass Wealth Planning. This workshop presents practical, time-tested strategies for potentially reducing taxes in retirement using the same planning framework we use with our own clients.
The strategies discussed at this event are most suitable for individuals and families with $1,000,000 or more of retirement savings. This event is for first-time attendees only.
Frequently Asked Questions
Your privacy is important to us! Your information is securely shared only with the presenter of the workshop. We will never sell your information.
Our presenters are CERTIFIED FINANCIAL PLANNERS® from Compass Wealth Planning. Our mission is to provide continued financial education in the communities that we serve. That is why all of our events are always complimentary to attend with zero-obligation.
You are within 10 years of retirement or are currently retired, with at least $1,000,000 of retirement savings and...
- You want to know if you’re doing all you can to minimize taxes and maximize your income in retirement.
- You’re looking for a solution to RMDs and aren’t sure what to do with the income.
- You're wondering whether Roth Conversions make sense for you.
- You want to avoid Medicare premium surcharges (IRMAA) that can quietly raise your costs in retirement.
- You would like to leave more to your family and less to the IRS.
...then this workshop is for you.
Our events typically last 2 hours for the presentation.
Compass Wealth Planning LLC is an investment advisor registered in the State of California.
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial services may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event is not affiliated with the Social Security Administration or any other governmental organization. This event is not sponsored by the venue.
This material is provided for informational purposes only. Opinions expressed herein are solely those of Compass Wealth Planning LLC. None of the information contained in this document is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.