Just Announced: Jacob serfas is hosting a [90-minute] Online Seminar to help you pursue your financial goals.
Don’t let taxes be your largest expense in retirement
To Learn How To Avoid Costly Retirement Tax Traps, Reduce RMDs, Unlock Tax-Free Income, And Build A Confident, Worry-Free Retirement Plan
Join My FREE 45-Minute Seminar
DATE : May 8, 2025
TIME : 8:00 PM
VIRTUAL LOCATION : ZOOM
April/22/2025
7:00 PM
ZOOM
Featured On :
Focused On People, Not Profits...
What You'll Learn:
How to possibly avoid paying a 50% penalty on your RMD's to the IRS
How to build an income plan that neither you nor your family will outlive
Optimization strategies to help you get the most from Social Security
How to pass your wealth to your loved ones in the most tax-advantageous ways possible
How to build an estate plan that protects your legacy from probate
Learn strategies on how to structure your current portfolio in today’s market and much, much more!
About Your Host
Jacob Serfas
At Copper Creek Financial, we want to help you pursue your financial goals. Our team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
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