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  1. Home
  2. Events
  3. New Tax Law Changes, Retirement Accounts and Social Security Maximization Workshop

New Tax Law Changes, Retirement Accounts and Social Security Maximization Workshop

Location: 
American Canyon Senior Center, 2185 Elliott Drive, American Canyon CA 94503
Date: 
Thursday, March 21, 2019 - 6:00pm - 7:30pm

During this event, Amber Freitas, Financial Advisor, will present to you-

*2018 Tax Reform Bill: What you need to know

*Simple strategies to reduce taxes under the new tax law

*What the new tax law means to California residents (it's significant!)

*Recent changes to Social Security, everyone should know about

*Why a Department of Labor rule was repealed and how it could affect your retirement accounts

*How charitable giving and itemized deductions have changed dramatically (and what you can do about it)

*Hidden opportunities in the biggest change to the tax code since 1986

*What changes to capital gains taxes, 529 plans, state and local tax deductions could mean to you

*And more!

 

This event is absolutely free and informational only!  Call us today at: (707) 297-6954, to reserve your seat for this valuable opportunity!

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Shingle Springs Branch
(530) 672-1703
4260 Mother Lode Drive, Ste. 4
Shingle Springs, CA 95682
Benicia Branch
(707) 297-6954
555 First Street, Ste. 303
Benicia, CA 94510
Rocklin Branch
(530) 672-1703
6518 Lonetree Boulevard
Rocklin CA 95765

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Craig Watkins is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org Cornerstone Financial Group is not affiliated with USA Financial Securities. Craig CA license #0591010 Jason CA License #0K09349.Amber CA license #0H38785

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Craig: AZ, CA, GA, NV, OR, MT, and WA) For investment advisory services these states include: Craig- AZ, CA, GA, NV, OR, MT, and WA. Jason - CA, NV, MT. Amber - CA, OH, FL. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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