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Financial Confidence

Join us for a webinar and learn more about your finances.

We love having fun with our clients, and we have a great calendar planned out with our “Client Exclusive” events! If you would like to learn more about joining the Heckman Financial and Insurance Services, Inc. Client Family, please contact us today!

All events require advanced RSVP to Info@WealthCreator.com Be sure to check the “RSVP by” date.

November 13 | 6:30 pm - 8:00 pm
Realize the Potential Impact Taxes Have on Your Retirement Income
Santa Clara Maywood Community Center
3330 Pruneridge Ave
Santa Clara, CA 95051 United States

The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?

Join us at Santa Clara Maywood Community Center for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Wednesday, November 13 or Thursday November 14, at 6:30 pm. Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding different strategies for your retirement income.

Your paycheck may have stopped, but taxes won’t. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars. If you would like more information on how taxes impact your retirement income sources, this workshop is for you.

Attend This Workshop And Learn:

  • How to minimize taxes in retirement
  • Utilize financial vehicles that can reduce your tax burden and last a lifetime
  • Different approaches to help protect you against taxes on your Social Security income
  • Tools and methods available to retirees to help develop a retirement tax strategy
  • Common misconceptions about taxes in retirement

Watch Now

November 14 | 6:30 pm - 8:00 pm
Realize the Potential Impact Taxes Have on Your Retirement Income
Santa Clara Maywood Community Center
3330 Pruneridge Ave
Santa Clara, CA 95051 United States

The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?

Join us at Santa Clara Maywood Community Center for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Wednesday, November 13 or Thursday November 14, at 6:30 pm. Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding different strategies for your retirement income.

Your paycheck may have stopped, but taxes won’t. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars. If you would like more information on how taxes impact your retirement income sources, this workshop is for you.

Attend This Workshop And Learn:

  • How to minimize taxes in retirement
  • Utilize financial vehicles that can reduce your tax burden and last a lifetime
  • Different approaches to help protect you against taxes on your Social Security income
  • Tools and methods available to retirees to help develop a retirement tax strategy
  • Common misconceptions about taxes in retirement

Watch Now

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Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 408-297-9800 or a text at 408-539-5735.