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!
Morton's The Steakhouse
1641 W Sunflower Ave
Santa Ana, CA 92704
Date and Time
Tuesday, March 5th
Thursday, March 7th
You can also call (888)636-7939 to register by phone!
Cover this costly risk using alternative products without large expenses.
Create a distribution plan that is designed to help you make it through retirement.
Strategies on how to tax efficiently withdraw your retirement assets
The Estate, Tax, and Health risks associated with a surviving spouse.
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.