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You and your spouse or significant other are invited to join us for this informative online session.

An Informational WEBINAR: Tax Strategies for Protecting Retirement Income

Join Us:
Thursday, Sept. 29th
at 1:00pm and 6:00pm

All registrants will receive an email with instructions on how to attend live. 

This EDUCATIONAL WEBINAR, presented by Evergreen Team Insurance Marketing, will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income.

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In this no-cost, no-obligation webinar, we’ll discuss:

The Tax Impact

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

In these challenging times, the Federal government has spent trillions of dollars more than in previous years. If taxes go up, do you have a plan? Join us for this informational webinar.

We will also discuss:

Retirement Benefits: Tax-Free

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

Learn:

Strategies for Non-Taxable Retirement Income 

  • Potential insurance options for tax-free income 
  • Tax rules for various retirement savings methods
  • Using Long Term Care in your strategy
  • Legacy protection

And Discover:

Is Tax-Free Retirement Possible?

  • Could higher tax impact your retirement? 
  • Possible methods for maximizing your retirement income
  • Potential tax-free options for your money
  • The long term impact of low or no taxes on your retirement income
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29800 Agoura Road, Suite 104
Agoura Hills, CA 91301

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*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Jennifer Leids CA Ins Lic# 0G27351/Steve Katz CA Ins Lic# 0F80752/Evergreen Team Insurance Marketing, LLC. CA Ins Lic# 0K95213, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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29800 Agoura Road, Suite 104
Agoura Hills, CA 91301

Privacy Policy • Site Map

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Evergreen Team Wealth Management) a SEC Registered Investment Advisor. Insurance products and services are offered through Evergreen Team Insurance Marketing. Gibbs Wealth Management, LLC (DBA Evergreen Team Wealth Management) and Evergreen Team Insurance Marketing are unaffiliated companies.

By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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