Advanced Retirement Income & Investment 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.

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.

Three Creeks Community Library

800 NE Tenney Rd.
Vancouver, WA 98685

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

March 12, 2025 | 5:30 PM - 7:00PM

Who is This Course For?

This mini-course is designed for individuals and couples within five years of retirement, or recently retired, who have built meaningful savings and want to make thoughtful, tax-efficient financial decisions in retirement.

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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