Event Registration

Strategies to Help with Taxes, Long-Term Care, and Legacy

What You'll Learn

You’ll learn strategies designed to help reduce the impact of taxes in retirement, create access to tax-advantaged income, and protect your family from rising long-term care costs. We’ll discuss how properly structured planning can provide growth potential without direct market losses, while also creating flexibility for future health or legacy needs. The goal is simple: help you understand whether there are smarter ways to protect, grow, and access your money in retirement.

Your Host

Brett T. Anderson

Brett brings a practical, risk-management mindset to retirement planning, shaped in part by his background in the U.S. Army. He helps clients better understand how taxes, market uncertainty, and long-term care concerns can affect retirement, with a focus on education-first conversations and clear next steps.

Reserve your Seat

Name *

First

Last

Email *

Mobile Phone Number

Will your spouse/partner be joining you?

How many additional guests will you be bringing?

By submitting my information, I consent to receive SMS text messages including event and marketing information, customer care, and appointment reminder messages from Creations Coastal Financial & Insurance Services I understand that at any point I can reply STOP to opt-out of messages or reply HELP for support. Message & Data rates may apply; Messaging frequency may vary.

By submitting my information, I consent to receive SMS text messages including event and marketing information, customer care, and appointment reminder messages from Creations Coastal Financial & Insurance Services I understand that at any point I can reply STOP to opt-out of messages or reply HELP for support. Message & Data rates may apply; Messaging frequency may vary. View our Privacy Policy and our Terms of Service.