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!
YOU ARE NOT CONFIRMED UNTIL YOU SPEAK WITH A TEAM MEMBER AND RECEIVE CONFIRMATION.
Location
Vincenzo's
Terrazza Ristorante
121 N. San Dimas Ave
San Dimas, CA 91773
Date and Time
Tuesday, June 9th
or
Thursday, June 11th
at 6:30PM
You can also call (888) 348-1328 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
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 & 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.
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 Michael Financial Group, Inc.
Steven Michael Financial Group does not provide tax, legal or accounting advice. You should consult with your tax, legal or accounting professional regarding your specific situation.
