Surviving Market Volatility & Optimizing Your Tax Strategy

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  • How to minimize the potential risks the election could have on the market and your retirement income.
  • Key steps you may be able to take to defend your retirement from heavy, immediate and unnecessary taxes.
  • Powerful tax strategies that may help you reduce the taxes you pay in retirement.
  • How you may be able to protect your retirement from market volatility.
  • When to take Social Security, how it is taxed and how to avoid potential tax traps.
  • How to ensure you won't OUTLIVE your money in retirement.
  • 3 of the biggest tax mistakes Baby Boomers make.
  • Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
  • And more!

What you'll learn:

IMPORTANT WEBINAR FOR SAN JOSE AREA BABY BOOMERS

- Tuesday, October 20th at 6:00 p.m. PDT

- Thursday, October 22nd at 12:00 p.m. PDT

Spots are limited. Sign up today to reserve your virtual seat! Can't make it? Register anyways and we'll send you the recording!

Gain Control of Your Taxes in Retirement

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Professional Insight

Learn strategies and tactics that may help you reduce your tax exposure and keep more of your hard-earned money.

Actionable Next Steps

WHY ATTEND?

This workshop combines two empowering elements:

About Your Host

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.

Robert Trejo

Managing Director | Coeus Financial

State License # 0D08529

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*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html

https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx


Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted.


By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The presenter can provide information, but not advice related to social security benefits. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.