FINANCIAL PLANNING CLASS & DINNER

Featuring Your Host:
Victoria Marshall

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

Date and time

Thursday, April 9th 

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.

FINANCIAL PLANNING CLASS & DINNER