Retirement Planning Masterclass™: 2026 Edition

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.

Cascade Park Community Library

600 NE 136th Ave
Vancouver, WA 98684

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

January 21, 2025 | 5PM - 6:30PM

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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