We provide financial solutions for retirement so you can comfortably live on and pass on your resources
Tom Thorson from the Modesto AFEA Non Profit Chapter will present FREE educational workshops. Preview the video announcement which summarizes our Social Security and Medicare classes on April 25th and 30th
Learn How To Obtain Often Unkown Social Security And Medicare Benefits
This course is designed to take the confusion out of many different options available to begin receiving Social Security income and help you determine which option is best for you.
Modesto Junior College East Campus Founders Hall Rm 172
April 25th
6:00 pm - 8:00 pm
April 30th
06:00 pm - 8:00 pm
Our Services:
Income Planning
When you are near or in retirement a primary focus is income planning and how you will draw from accounts.
Investments
You have many choices to invest your money today. Let us help you customize a portfolio for your needs.
Taxes
Don`t let Uncle Sam be an hier to your estate!
We can help you identify ways to minimize income and estate taxes.
Estate Planning
How will your assets be distributed at death?
We can help you with Trusts, Wills, Powers of Attorney and other legal documents through our direct Attorney teams.
Thorson Financial Estate Management, Inc.
Thorson Financial Estate Management, Inc. specializes in working with retirees and those preparing to retire by customizing your financial life in four primary categories. Those are: Investment management, tax planning, long term care risk management and Estate Planning.
We do this for the purpose of maintaining your quality of life in retirement and ultimately leaving your resources to the people and organizations you care most about. In short, we provide professional guidance for living on and passing on your resources.
Additionally, we head up the Modesto Chapter (4394) of the American Financial Education Alliance (AFEA). It is our pleasure to serve our local communities and share information on how AFEA is working to provide people of all walks of life information, education and experience about enhancing how they understand and manage their finances. As an IRS approved, 501C3, non-profit organization, our mission is to empower Stanislaus and San Joaquin Counties to take control of their finances by providing unbiased financial education. We encourage you to visit the AFEA Modesto Chapter website at https://myafea.org/chapters/modestoca to learn more about the classes we offer throughout the year.