Transform your retirement with proven tax strategies during our webinar "Taxes in Retirement"
Discover recent law changes and strategic planning for a secure financial future.
Major Challenges
Many retirees face unexpected tax burdens that reduce their income.
Misunderstandings about risks and returns can lead to financial instability.
Unseen fees can eat away at your retirement savings.
Outliving your savings due to inadequate planning and unexpected expenses.
Why you should attend
1. SAVE ON TAXES
Learn how to save on taxes during retirement through smart strategies.
2. MINIMIZE RISK AND FEES
Discover ways to reduce risks and minimize fees to grow your retirement income.
3. EXPERT GUIDANCE
Get insights from professionals on protecting and growing your retirement savings.
Tuesday, October 28
6:00 PM
Session Topics
TAX PLANNING
Learn strategies to minimize taxes under current laws.
RISK MANAGEMENT
Reduce investment risks while ensuring returns.
FEE REDUCTION
Understand how to avoid excessive fees that affect your savings.
SOCIAL SECURITY
Maximize Social Security benefits with smart planning.
Director | Wealth Management
Jason Thomas, CFP®
Jason joined One Capital Management in 2025. He began his financial services career in 2006 at a firm for active traders. He developed an interest in financial planning and became a CERTIFIED FINANCIAL PLANNER™ and an investment advisor. Jason works directly with individual clients, and he also teaches college-level courses in finance. He is a part-time faculty member for the Personal Financial Planning CFP® certificate program at the University of California, Los Angeles, extension. He has also taught and designed courses at University of Redlands and the University of Arkansas, Grantham. Jason has a degree in music from the Berklee School of Music and a Masters in Fine Arts in music from California Institute for the Arts.