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 this digital event.
Request your complimentary consultation and receive your FREE Gift Card to Morton's after completing the process. Save your spot right now!
Featuring Your Host: ENSEMBLE WEALTH MANAGEMENT
PHONE CALL OR WEB MEETING
PARTICIPANTS WILL RECEIVE A FREE GIFT CARD!
Location
AT YOUR CONVENIENCE
Date and time
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
Learn Tax reduction strategies based on the new "Trump Tax" law.
Low-Risk Investing
Low risk financial products that are designed to produce attractive returns.
Estate Planning
How to avoid probate and make sure that your health care is protected.
Social Security
With 567 different ways to elect your benefits, find out which will pay you the highest income for life.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This class is offered to the general public only (non financial professionals). We do enforce all copyrights on our knowledge base and will check California Professional Regulatory database prior to the class. Our knowledge of these specific strategies is our firm’s primary asset.
This seminar is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Ensemble Wealth Management does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Advisory services offered through Cooper McManus, an SEC Investment Advisor Representative registered in the State of California.
Garrett Yack, Investment Advisor Representative. California Insurance License #0I39209. Ensemble Wealth Management & Cooper McManus are not affiliated.
