UPCOMING EVENTS
At Advanced Financial Independence Group, we're dedicated to empowering our community with free educational events that provide valuable financial knowledge and guidance. In today's challenging times, trusted information is more essential than ever. With widespread income loss, school closures, and product shortages, we understand the immediate challenges many are facing. That's why we're standing with you, ready to help in any way we can.
Join us at one of our upcoming events and gain insights from our expert speakers, connect with like-minded individuals, and equip yourself with the tools to achieve financial independence. Register now to secure your spot and start your journey toward a brighter future.
Maximizing Social Security
March 2, 2023 | March 7, 2023 | June 1, 2023 | June 6, 2023 | Sept 21, 2023 | Sept 26, 2023
6:30 - 8:30 PM | Alliant University in Irvine | Get Directions
Know What You CAN DO, So You Know What You SHOULD DO!
This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
Taxes In Retirement
May 4, 2023 | May 9, 2023 | Aug 17, 2023 | Aug 22, 2023 | Nov 16, 2023 | Nov 21, 2023
6:30 - 8:30 PM | Alliant University in Irvine | Get Directions
The Impact Rising Taxes Have on Your Retirement
An event for those approaching retirement; teaching the principles of sound tax and retirement income planning with emphasis on the new tax code changes. This event focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as inflation protection, tax‐efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre‐retirees will benefit from attending this class.
Estate Planning
April 4, 2023 | April 13, 2023 | July 13, 2023 | July 18, 2023 | Oct 20, 2023 | Oct 24, 2023
6:30-8:30 PM | Alliant University in Irvine | Get Directions
Helping Protect Your Estate Assets and Avoid Unintended Consequences
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
UPCOMING EVENTS
At Advanced Financial Independence Group, we're dedicated to empowering our community with free educational events that provide valuable financial knowledge and guidance. In today's challenging times, trusted information is more essential than ever. With widespread income loss, school closures, and product shortages, we understand the immediate challenges many are facing. That's why we're standing with you, ready to help in any way we can.
Join us at one of our upcoming events and gain insights from our expert speakers, connect with like-minded individuals, and equip yourself with the tools to achieve financial independence. Register now to secure your spot and start your journey toward a brighter future.
Maximizing Social Security
March 2, 2023 | March 7, 2023 | June 1, 2023 | June 6, 2023 | Sept 21, 2023 | Sept 26, 2023
6:30 - 8:30 PM | Alliant University in Irvine | Get Directions
Know What You CAN DO, So You Know What You SHOULD DO!
This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
Taxes In Retirement
May 4, 2023 | May 9, 2023 | Aug 17, 2023 | Aug 22, 2023 | Nov 16, 2023 | Nov 21, 2023
6:30 - 8:30 PM | Alliant University in Irvine | Get Directions
The Impact Rising Taxes Have on Your Retirement
An event for those approaching retirement; teaching the principles of sound tax and retirement income planning with emphasis on the new tax code changes. This event focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as inflation protection, tax‐efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre‐retirees will benefit from attending this class.
Estate Planning
April 4, 2023 | April 13, 2023 | July 13, 2023 | July 18, 2023 | Oct 20, 2023 | Oct 24, 2023
6:30-8:30 PM | Alliant University in Irvine | Get Directions
Helping Protect Your Estate Assets and Avoid Unintended Consequences
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
CONTACT US
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
DISCLAIMER:
Investment advisory and financial planning services offered through Inception Financial Services, Inc., a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, consulting, and education services are offered through Inception Financial Services. Inception Financial Services is a separate and unaffiliated entity from Simplicity Wealth, LLC, a Registered Investment Advisor and Simplicity Solutions, LLC.
CONTACT US
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
Disclaimer:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and [DBA name] are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.