EDUCATIONAL EVENT

“How to Become a Tax-Savvy Retiree”™

Taxes are our biggest lifetime expense, yet so few of us have a plan in place to ensure we're minimizing our lifetime tax burden. Prepare to learn how!

Event Details:

📅 Date/Time: July 23rd, 2025, 6:00 - 7:30 PM

📍 Location: West Park Community Room, 610 Esther St, Vancouver, WA 98660

RSVP!

Prepare to 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.

Hi, I'm 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.