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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Copper Creek Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Neither Jacob Serfas nor Copper Creek Financial is affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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ABOUT YOUR HOST
Jacob Serfas
At Copper Creek Financial, we want to help you pursue your financial goals. Our team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
To register for our Thursday, June 22nd event please click the button below!
We are also hosting an event on Thursday, November 9th. To see the details for the event, click the button below!
What You'll Learn:
Join us
Join Us for a Free In-Person Workshop That Focuses on Defusing The Retirement Tax Time Bomb, and How To Keep More Of Your Hard-Earned Wealth
Explore Social Security claiming strategies for maximum benefit
Discover how to turn your savings into reliable retirement income
Understand how to make your money last—no matter how long you live
Identify common risks to retirement income—and how to protect yourself
Learn how to budget for healthcare, inflation, and lifestyle needs
Minimize taxes with smart withdrawal and asset allocation strategies
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Thursday, November 5th @ 6:00 PM
Centreville Branch Library
121 S Commerce St, Centreville, MD 21617
Thursday, November 5th @ 6:00 PM
Phone: 443-370-2005
Email: Kim@coppercreekfinancial.com
Website: coppercreekfinancial.com
BONUS: Attendees will be eligible for a complimnetary copy of Jacobs book Permission to Spend: What to do When Your Paycheck Stops and Retirement Begins
Centreville Branch Library
121 S Commerce St, Centreville, MD 21617
Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Create a Retirement Income Plan That LASTS
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Tuesday, September 9th @ 6:00 PM
Severna Park Library
45 West McKinsey Road
Severna Park, MD 21146
Join us
Tuesday, September 9th @ 6:00 PM
Severna Park Library
45 West McKinsey Road
Severna Park, MD 21146
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Monday, April 13th @ 6:00 PM
Severna Park Library
45 West McKinsey Road Severna Park, MD 21146
Join us
Join us at this free event to learn how to minimize your taxes in retirement and plan for a secure and stress-free financial future!
Queen Anne's County Library - Kent Island
200 Library Circle Stevensville, MD 21666
Monday, April 13th @ 6:00 PM
Queen Anne's County Library - Kent Island
200 Library Circle Stevensville, MD 21666
Don't Let Taxes Ruin Your Retirement!
Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement
Tuesday, June 2nd @ 6:00 PM
Severna Park Library
45 West McKinsey Road Severna Park, MD 21146
Join us at this free event to learn how to minimize your taxes in retirement and plan for a secure and stress-free financial future!
Linthicum Library
400 Shipley Road
Linthicum Heights, MD 21090
Don't Let Taxes Ruin Your Retirement!
Join us
Tuesday, June 2nd @ 6:00 PM
Linthicum Library
400 Shipley Road
Linthicum Heights, MD 21090
BONUS!
Attendees may be eligible to receive a complimentary copy of Jacob's book: Permission to Spend What to Do When Your Paycheck Stops and Retirement Begins
Luke Serfas
Luke Serfas is a Partner at Copper Creek Financial, where he and his team help individuals and families build clear, personalized retirement strategies focused on income, investments, taxes, Social Security, healthcare, and legacy planning.
Before joining Copper Creek, Luke spent nearly a decade in the financial services industry with JPMorgan Chase and Citibank. He also served on active duty in the United States Marine Corps and continues to serve as a Major in the Marine Corps Reserve.
Today, Luke and the Copper Creek team focus on helping clients simplify retirement decisions, manage risk, reduce unnecessary taxes, and turn years of saving into a plan they can feel confident living with.