San Francisco, CA

Fill out the form below or register via phone.
To register via phone, call (855) 425-4566.

NEW WEALTH MANAGEMENT STRATEGIES FOR TODAY’S TURBULENT TIMES

Learning how to avoid costly mistakes may be the best investment you can make.

You are cordially invited to a dinner event for area residents who are retired or nearing retirement. Enjoy a complimentary dinner served after the presentation. Local retirement specialist Bradley Geddes from Decker Retirement Planning will reveal strategies to help you preserve your wealth, get more income, and help reduce your risk and potential tax liabilities in retirement.

Topics include the following:

  • Create strategies to stop Uncle Sam from becoming the primary recipient of your retirement account.
  • Identify some of the most important steps to take NOW before the next bear market hits.
  • Why volatility would have been high with or without a pandemic and why it is likely to continue.
  • Understand what the new Tax Law may mean to you! Who wins? Who loses?
  • Discover how you might be surprised by how much exposure you actually have in the market.
  • Retirement risks – learn about one of the biggest financial risks that could potentially affect your retirement.
  • How to mitigate your exposure to rising health and long-term care costs.
  • Getting a second opinion – why getting a second opinion may be one of the most important financial
    decisions of your life.
  • Come hear a CPA describe tax minimization approaches that could save you a LOT!

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b), 457 or TSP you don’t want to miss this seminar. This is
an educational program only; there is no cost or obligation to attend. A fine complimentary meal follows. As fiduciaries,
we are constantly striving to give our clients access to the most holistic retirement planning approach we can. As such,
we will introduce you to the Certified Public Accountant that all our clients have access to as just one of the many
benefits we offer.

Register Via Phone or Fill out the Form

Where: Skates on the Bay
100 Seawall Dr.
Berkeley, CA 94710

Doors open at 6:00 PM
The Presentation Starts at 6:30 PM

This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.

Dinner will be served after the presentation. Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-80 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

NEW WEALTH MANAGEMENT STRATEGIES FOR TODAY’S TURBULENT TIMES

Learning how to avoid costly mistakes may be the best investment you can make.

You are cordially invited to a dinner event for area residents who are retired or nearing retirement. Enjoy a complimentary dinner served after the presentation. Local retirement specialist Bradley Geddes from Decker Retirement Planning will reveal strategies to help you preserve your wealth, get more income, and help reduce your risk and potential tax liabilities in retirement.

Topics include the following:

  • Create strategies to stop Uncle Sam from becoming the primary recipient of your retirement account.
  • Identify some of the most important steps to take NOW before the next bear market hits.
  • Why volatility would have been high with or without a pandemic and why it is likely to continue.
  • Understand what the new Tax Law may mean to you! Who wins? Who loses?
  • Discover how you might be surprised by how much exposure you actually have in the market.
  • Retirement risks – learn about one of the biggest financial risks that could potentially affect your retirement.
  • How to mitigate your exposure to rising health and long-term care costs.
  • Getting a second opinion – why getting a second opinion may be one of the most important financial
    decisions of your life.
  • Come hear a CPA describe tax minimization approaches that could save you a LOT!

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b), 457 or TSP you don’t want to miss this seminar. This is
an educational program only; there is no cost or obligation to attend. A fine complimentary meal follows. As fiduciaries,
we are constantly striving to give our clients access to the most holistic retirement planning approach we can. As such,
we will introduce you to the Certified Public Accountant that all our clients have access to as just one of the many
benefits we offer.

Register Via Phone or Fill out the Form

Where: Skates on the Bay
100 Seawall Dr.
Berkeley, CA 94710

Doors open at 6:00 PM
The Presentation Starts at 6:30 PM

This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.

Dinner will be served after the presentation. Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-80 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

NOTE: Your reservation is NOT confirmed until speaking with a Decker team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are designed solely for individuals looking to obtain financial information and or advice.
  • If you have already attended a previous event with us, we kindly ask that you contact us to schedule a no-cost visit with one of our purebred fiduciaries instead.
  • If you are a financial advisor or if you are in the financial services industry, we ask that you not attend.