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SCHEDULE AN ANALYSIS
​OR FIND OUT ABOUT OUR EVENTS

Workshop Events

Optimizing Your Tax Strategy
Gain Control of Your Taxes in Retirement

Tuesday, August 31st at 12:00 p.m. PDT
Thursday, September 2nd at 4:00 p.m. PDT
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 Biden's proposed tax laws may impact your retirement income.

What's changing for taxes and Social Security in 2021.
And so much MORE!
REGISTER NOW!
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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