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SCHEDULE AN ANALYSIS
​OR FIND OUT ABOUT OUR EVENTS

Workshop Events

Surviving Market Volatility & 
​
Optimizing Your Tax Strategy

Tuesday, January 19th at 12pm PST
Thursday, January 21st at 4pm PST
If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don't want to miss the opportunity to learn about:

How the passing of the SECURE Act, 2021 tax law changes and the transition to a new presidential administration could impact your income and taxes in retirement.

Powerful tax strategies that can help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money. And so much MORE!
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Coeus Financial

The Prune Yard
1901 S. Bascom Ave., Suite 1150
Campbell, CA 95008

P: 408.429.8444
Email: [email protected]
CA #0I46555
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Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. 
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This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.  17716 - 2018/6/4
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Coeus Financial, Investment Management, San Jose, CA
  • Home
  • About
    • Meet the Team
  • Services
  • Resources
    • News
  • Contact
  • Events
  • Client Portal