FINANCIAL PLANNING SEMINAR & DINNER
Tue, Mar 25
|Chino
You are invited to a complimentary workshop that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and legacy planning. This is complimentary and there is no commitment for attending the event.
Time & Location
Mar 25, 2025, 6:00 PM – 7:00 PM
Chino, 3920 Grand Ave A, Chino, CA 91710, USA
About the event
IF YOU ARE RETIRED OR PLANNING TO RETIRE, DO NOT MISS THIS INFORMATIVE AND EDUCATIONAL WORKSHOP
Are you tired of attending workshops about specific financial products and portfolios? If you are ready to learn about comprehensive financial planning strategies, then this is the event for you. Please join us and learn about the five cornerstones of financial services: investment planning, tax planning, retirement planning, insurance planning, and estate planning. Take advantage of this valuable opportunity to educate yourself on strategies related to all the key areas of your financial life and learn how to coordinate everything into a comprehensive financial plan. Attend and gain insight into:
• Protecting yourself against future drops in the market without completely sacrificing the chance for substantial returns by using alternative asset strategies.
• Identifying and reducing your total portfolio expenses including internal or “hidden” fees.
• Maximizing the tax efficiency of your portfolio by using tax-advantaged strategies.