Advanced Retirement & Tax Strategy

What You'll Learn:

✅ How to avoid the biggest tax mistakes retirees make.

✅ Identifying the correct withdrawal order from your assets.

✅ Implementing the right tax strategies that will allow you to spend more, give more effectively, and leave a larger legacy.

✅ How to evaluate the effectiveness of your current retirement plan and whether you’re receiving the level of guidance and coordination you need from your advisor.

Meet Your Instructor, Charles Petitjean, CFP®

I'm a CERTIFIED FINANCIAL PLANNER™ professional in the Vancouver area who helps people retire comfortably and lessen their retirement tax burden.

I'm passionate about providing quality retirement education, and I know that you will find my session useful and informative.

Cascade Park Community Library

600 NE 136th Ave
Vancouver, WA 98684

Have questions? Please call (503) 334-8796.

June 17th, 2026 | 5:30 PM - 7:00PM

Who is This Course For?

This workshop is designed for individuals and couples within 5 years of retirement or recently retired who have accumulated meaningful savings and want a more coordinated, tax-efficient approach to retirement planning, income strategy, and long-term financial decisions.

It is also well suited for those already working with a financial advisor who are seeking a second perspective on their current retirement strategy and whether there may be overlooked planning opportunities.

This educational session is for informational purposes only and does not constitute personalized financial, tax, or legal advice. Individual circumstances vary, and attendees should consult their own professional advisors before making financial decisions.
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