Broker Check
05 Feb
Another Bubble in the Making?

Description

  • With major tax changes how can you position your assets now for the most tax efficient income during retirement?
  • What investment planning methods will help you increase your cash flow?
  • How can you maximize your Social Security benefits and protect your spouse?
  • How will rising medical expenses and extended care costs affect your finances? Will your investment yields be able to keep up with rising inflation?
  • What financial strategies can you implement now to protect your financial investments from a potential market downturn?

Is it possible to generate consistent and dependable income that you won’t outlive?

Date and Time

Wed, Feb 05, 2020

6:00p - 8:00p PST

Location

Taps Fish House and Brewery

2745 Lakeshore Drive
Corona, CA 92883

Note

Please bring a jacket or sweater for comfort

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