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
La Verne Library
Meeting Room
3640 D St
La Verne, CA 91750
Date and Time
Tuesday, February 27th
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
No products will be sold or offered at this event.
Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Steven Michael Financial Group, Inc. is independent of Regal Investment Advisors. Insurance services also offered by representatives of Steven Martinez.
