Wildcat Connect Webinar | Tax Planning for Your Future

View Recording Tax Planning Webinar

Date: Thursday, March 11, 2 p.m.

Summary: Better your understanding of the potential impact taxes can have on your future by attending this webinar! If you want to keep more of your hard earned money both today and in the future, you need to understand how taxes (including the new changes) impact your income & investments, as it may be possible for you to pay less in taxes with proper planning. Our panelist will help to equip you with the most up-to-date and comprehensive information regarding taxation of your investments both today and in the future, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information provided during this seminar, you'll be better positioned to develop a successful investment tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.

Moderator: Jaycob Arbogast, Director, Chico State Center for Excellence in Finance (Business, '15)

Panelist: Brett Gottlieb (Business, '99)

Brett Gottlieb is a trusted financial advisor serving Southern California and is the founder of Comprehensive Advisor, LLC.  He is a graduate of California State University, Chico with a bachelor's degree in business administration with an emphasis in marketing, as well as course work completed for an economics degree.  Brett’s experience in the financial services industry spans more than 20 years. Brett’s company, Comprehensive Advisor, LLC, is based out of Carlsbad, CA  where he resides with his wife, two daughters and son.