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Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement - Hosted by Robert Trejo

Tue, Aug 31, 2021 · 12:00 PM · Pacific Time (US & Canada)
Note: This webinar is part of a multi-session recurring webinar: Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement - Hosted by Robert Trejo.
About This Webinar

If you are nearing retirement, or recently retired, it's important to understand your options when it comes to minimizing your tax exposure and taking advantage of historically low tax rates. What you do or don't do today, may save you, or cost you, thousands of dollars in retirement!

Join us for a complimentary webinar where we'll show you how you can create tax-efficient retirement income and potentially save thousands of dollars.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Managing Director | Coeus Financial
Robert Trejo is a Certified Financial Fiduciary®, an Investment Advisor Representative and Managing Director of Coeus Financial, an independent, full-service wealth management firm. After a nine year career as director of financial services for a large national firm, Robert co-founded Coeus Financial in 2013. The credo he developed was “Progress through Process.” With over 14 years in the financial industry, Robert believes the secret to a long client/advisor relationship is communication. That is the first step in the process of progress. Continuous communication allows Robert to maintain a financial plan that best suits his client’s ever-changing lifestyle.

As a Fiduciary, Robert is legally and morally bound to putting his client’s best interest first. This provides confidence for his clients, knowing that they are working with a dedicated professional. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and the Society of Financial Awareness, a 501(c)(3) nonprofit public benefit corporation, whose mission is to provide financial education across America, one community at a time.

Robert regularly hosts free financial workshops across the country. Robert is a family man at heart and has been happily married to his wife Meghan for 15 years; they have four children and live in Pleasanton, CA. In his spare time Robert enjoys coaching his children’s sports team, reading, being outdoors, and competing in Brazilian Jiu Jitsu.

State License Number: 0D08529
Hosted By
Your Retirement Reality webinar platform hosts Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement - Hosted by Robert Trejo
It's never been more challenging to prepare for retirement. We’re here to help you adapt to the new retirement reality. Learn different ways to protect your retirement income, navigate market volatility, reduce taxes in retirement, maximize your Social Security benefits and more with our live informational webinars.
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