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

Dates are to be announced

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

Nov 8, 2023 | November 14, 2023

6:00-8:00 PM | South County Regional Library in Charlotte | 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

Nov 9, 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.

UPCOMING EVENTS

DECEMBER 8, 2022

1:30p - 2:30p

ONLINE

Understand the potential impact taxes have on your retirement income

UPCOMING EVENTS

DECEMBER 8, 2022

1:30p - 2:30p

ONLINE

Understand the potential impact taxes have on your retirement income

DECEMBER 15, 2022

1:30p - 2:30p

ONLINE WEBINAR

Are you leaving thousands of dollars of your entitlement on the table? Know your irrevocable options. Join us for this complimentary webinar and learn strategies to help you make an educated decision for you and your family.

DECEMBER 15, 2022

1:30p - 2:30p

ONLINE WEBINAR

Are you leaving thousands of dollars of your entitlement on the table? Know your irrevocable options. Join us for this complimentary webinar and learn strategies to help you make an educated decision for you and your family.


CONTACT US:

[email protected]

Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190

Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626

Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.