Featuring Your Host: Pamela Rodriguez, BFA™ & William Farraj
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
Morton's The Steakhouse
1641 W Sunflower Ave
Santa Ana, CA 92704
Date and Time
Tuesday, March 5th
or
Thursday, March 7th
at 6:00PM
You can also call (888)636-7939 to register by phone!
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
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
Enrollment is FREE if registration is confirmed prior to the event. Participants who do not confirm registration may not be guaranteed a seat. No products will be sold or offered at this event.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance offered through ICM. ICM is not affiliated with Osaic Wealth. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM.
