Sip, Taste, Learn - Estate Planning & Tax-efficient Retirement Strategies

Free Event! Join us in person for a relaxed evening of wine, pupus, and meaningful conversation.

Bring your friends and family for

-An introduction to estate planning by Yim & Yempuku. Learn what a complete plan includes and how a thoughtful, relationship-centered approach can protect both your assets and your family. We’ll share common pitfalls to avoid, situations that call for deeper planning, and useful tips to help ensure your legacy brings clarity, not conflict. Also learn:

-How to Create Tax-efficient Retirement Income w/Summit Financial Advisors. Most retirees don’t realize how closely Social Security, taxes, investment withdrawals, and Required Minimum Distributions all interact — and how small decisions can create major long-term tax consequences. This presentation will explore retirement income and tax strategies designed to help retirees create more predictable income, reduce unnecessary taxes, avoid common Social Security mistakes, and make smarter withdrawal decisions throughout retirement.

Come ready to relax, ask questions, and leave feeling more confident about your next steps.

About Summit Financial Advisors:

Kelley Tom, MBA, CFP®, specializes in helping retirees and pre-retirees navigate Social Security decisions, retirement income planning, and strategies designed to create more predictable income throughout retirement. She enjoys helping clients simplify complex financial decisions and feel more confident about their future.

Glennel Jordan, MBA, CFP®, focuses on coordinating the financial side of retirement planning, including investments, taxes, withdrawal strategies, and long-term planning considerations. She is passionate about educating clients and helping make financial decisions easier to understand and act on.

Space is limited! RSVP by June 9 to reserve your spaces!

Attendees will be eligible for a complimentary estate planning consultation with Yim & Yempuku to be scheduled at a later date. Presentation at The Occidental Meeting Room with Monica M.M. Yempuku, esq., Christina Leos, Kelley Tom and Glennel Jordan.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Yim & Yempuku