You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Save your spot right now!
Location
Falconer of Redlands
106 Orange St
Redlands, CA 92373
(2nd Floor)
Date and time
Tuesday, October 13th
or
Thursday, October 15th
at
6:00PM
TOPICS
Long-Term Care
Cover this costly risk using alternative products without large expenses.
Retirement Planning
Create a distribution plan that is designed to help you make it through retirement.
Tax Strategies
Strategies on how to tax efficiently withdraw your retirement assets
Low-Risk Investing
Low risk financial products that are designed to produce attractive returns.
Estate Planning
The Estate, Tax, and Health risks associated with a surviving spouse.
Social Security
Why the common wisdom on when to take Social Security is wrong.
Marshall Life and Financial Solutions, INC CA License# 0G66643. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Marshall Life & Financial Solutions, INC. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
