FINANCIAL PLANNING CLASS & DINNER

Featuring Your Host:
Victoria Marshall & Adrien Barajas

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

Falconer of Redlands

 106 Orange Street

Redlands, CA 92373


Date and time

Thursday, October 2nd

at 6:00PM


TOPICS

Long-Term Care

Cover this costly risk using alternative products without large expenses.

Retirement Planning

Discover how your CalSTRS pension works and practical ways to bridge potential retirement income gaps.

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