Jim Kersey

Loading Events

← Back to Events

Jim Kersey

800-854-5752|https://www.lighthousefinancialtax.com/

July 2019

Investing in Today’s Market – Educational Workshops

July 24 @ 3:00 pm - 4:00 pm
Rocklin Public Library, 4890 Granite Drive
Rocklin, CA 95677 United States
+ Google Map

Investing in Today's Market • What are old investment habits I should be aware of? • Am I taking advantage of the best investments for my portfolio? • What are risky verses safe investments? • Is timing the market possible? • How do I prepare for a market downturn? • How do I know if my portfolio is allocated correctly? • How can I be in control of my portfolio, even in a volatile market? • What can I do…

Find out more »

August 2019

Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan – Educational Workshops

August 13 @ 3:00 pm - 4:00 pm
Rocklin Public Library, 4890 Granite Drive
Rocklin, CA 95677 United States
+ Google Map

Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan How much should I contribute to my 401(k)/403(b)/457 or Employer Sponsored Plan? How do I choose the best options in my Employer Sponsored Plan? Can I get an advisor to manage my Employer Sponsored Plan? When is it appropriate to move my 401(k)/403(b)/457 or Employer Sponsored Plan to an IRA? Should I keep my Employer Sponsored Plan even through retirement? What are the consequences of moving my Employer Sponsored Plan to…

Find out more »

Complimentary Gourmet Dinner & Presentation

August 20 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

Complimentary Gourmet Dinner & Presentation

August 22 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

Complimentary Gourmet Dinner & Presentation

August 27 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

September 2019

Complimentary Gourmet Dinner & Presentation

September 17 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

Complimentary Gourmet Dinner & Presentation

September 19 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

Complimentary Gourmet Dinner & Presentation

September 24 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

October 2019

Complimentary Gourmet Dinner & Presentation

October 15 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

Complimentary Gourmet Dinner & Presentation

October 17 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

Complimentary Gourmet Dinner & Presentation

October 22 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

November 2019

Complimentary Gourmet Dinner & Presentation

November 5 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »

Complimentary Gourmet Dinner & Presentation

November 7 @ 6:00 pm - 8:00 pm
Cattlemans Steakhouse – Roseville, 2000 Taylor Road
Roseville, CA 95678 United States
+ Google Map

You are invited to join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation where we will discuss the following topics: Should I keep my 401(k), 403(b), or employer sponsored plan? How can I reduce taxes on my IRA distributions? What are the social security rules I should be aware of? Are there other options to the high cost of long-term care coverage? What strategies will help me reduce taxes now and in the future?…

Find out more »
+ Export Events