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Location & Date

Location & Date

Mountain View Community Center

201 S. Rengstorff Ave.  Mountain View, CA 94040

Date / Time

  • Option 1: TUE 9/19/2023 at 6:30 - 9:30pm
  • Option 2: THU 9/28/2023 at 6:30 - 9:30pm

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year.

Come to our complimentary workshop to learn information to minimize taxes and keep more in retirement.

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. You want to apply the tax code in an organized and efficient way. 

What You Receive

1.      Objective Education and Instruction

Unlike other workshops, this comprehensive course is not product specific.  You will receive objective information on how to minimize taxes and keep more in retirement. 

This course is educational and non-commercial.  No specific financial products will be discussed or sold.  Your sessions will be instructed by a qualified financial professional who will be able to enhance the presentation with stories of real-life experience.  Attendees will enjoy the interactive lecture format where participation and questions are encouraged, though not required.

2.      Course Textbook, Workbook and Class Materials

The course textbook includes examples and illustrations to help educate you on various tax topics before and in retirement.  Your workbook is written in easy-to-understand terms to help you learn about the concepts discussed in class.  There are yours to keep.  The book and class materials are designed to follow along with the presentations.  Together, these materials provide a step-by-step process to apply your knowledge and will become a useful reference tool after the course is complete.

3.      Opportunity for Personalized Social Security Optimization Report

 If you have any questions about your personal retirement situation, you will have the opportunity to schedule a complementary consultation with your instructor after the course is complete.  During the one-on-one session, you will also receive a “Personalized Social Security Report  This consultation is complementary for class attendees but is not required. 

About Your Instructor

About Your Instructor

Sheri Pan, CFP® practitioner, is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC.  Sheri earned a Master’s degree in Taxation from Golden Gate University. 

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.