To Speak with One of Our Highly Competent
and Friendly, Elder Planning Specialists 
Please call
(925) 256-0434 or (800) 451-1770.
Your Confidentiality is Assured.

Throughout the country, retirees are finding themselves in a position they never dreamed – owing huge taxes on their retirement plans.  Retirees are finding that their distributions are being taxed at a much higher rate than they ever expected.  It’s very common that a retiree’s distribution places them in a higher tax bracket.  And it’s a double whammy, because that same distribution often forces them to pay additional tax on their Social Security income too.  This workshop will highlight five (5) different strategies that you can potentially employ to reduce the tax on your retirement plans by as much as hundreds of thousands of dollars.  Reservations required. CALL 1-800-381-1584 (24 Hours). Please arrive at least 15 minutes early.

If this is the only workshop you attend this year, this should be it! There are federal tax laws that will enable you to avoid paying thousands of dollars out of your own pocket for taxes, probate and nursing home costs. The government will not notify you of your eligibility, you must find out for yourself. Discussion will encompass new Medicaid and tax laws, nursing home spend down legislation, IRA taxation, eliminating taxes on Social security, interest income and taxes upon death, probate, banking, the stock market and How to Avoid Losses on Your Investments. Reservations required. CALL 1-800-381-1584 (24 Hours). Please arrive at least 15 minutes early.

Redwood City, CA  Workshops
Wednesday, December 3, 2008  Session 1  from  10:00-11:30 A.M.
Wednesday, December 3, 2008  Session 2  from    1:30-3:00 P.M. 
Hotel Sofitel
223 Dolphin Drive
Redwood City, CA 94065