Transform your retirement with proven tax strategies during our seminar "Taxes in Retirement"

Discover recent law changes and strategic planning for a secure financial future.

Major Challenges

HIGH TAXES

Many retirees face unexpected tax burdens that reduce their income.

INVESTMENT RISKS

Misunderstandings about risks and returns can lead to financial instability.

HIDDEN FEES

Unseen fees can eat away at your retirement savings.

LONGEVITY RISK

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.

LIMITED SPOTS ARE AVAILABLE

Cambria Hotel
26400 Rondell St,
Calabasas, CA 91302

Wednesday, September 3
6:00 PM

YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

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.

Jason Thomas, CFP^®

Director | Wealth Management

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 University of California, Los Angeles, extension. He has also taught and designed courses at University of Redlands and 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.