Complimentary Webinar for San Jose Baby Boomers & Seniors

Sign up today! No charge to attend.

Optimizing Your Tax Strategy

Reserve Your Spot!

Reserve Your Spot!

Gain Control of Your Taxes in Retirement

SPOTS ARE LIMITED.

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don't want to miss the opportunity to learn about:

How Biden's proposed tax laws may impact your retirement income.

What's changing for taxes and Social Security in 2021.

Why taxes can be one of your biggest retirement expenses without a proper plan in place.

Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”

How to lock-in historically low tax rates now, before taxes increase.

Strategies to help you avoid “401k and IRA tax pitfalls.” (1)

How you can create tax-free retirement income and potentially lower your tax bracket in retirement.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

And so much MORE!

This workshop combines three empowering elements & takeaways:

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2

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Exclusive Offer

Professional Insight

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

All attendees are eligible to receive a complimentary retirement snapshot analysis to review your current plan for retirement income!

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

Webinar Dates & Times

Registration Closes In

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- Tuesday, March 23rd at 12:00 p.m. PDT

- Thursday, March 25th at 3:00 p.m. PDT

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

¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.

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

² https://www.investopedia.com/articles/personal-finance/032216/are-we-baby-boomer-retirement-crisis.asp

³ https://www.lfg.com/wcs-static/pdf/68%20percent%20The%20underrated%20impact%20of%20taxes%20on%20retireme.pdf


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.


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 legal advice for applicability to your personal situation.


Licensed Insurance Professional. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.