Investing for Retirement

August, 4th
9:00 am – 10:30 am
Zov’s Bistro Tustin

Have you ever actually wondered what to do with your money? There are 1,000’s of choices that make up millions of combinations for an investment portfolio. How is one to know if their investments are retirement ready? Good news, we can help.

Managing your own investments has proven to be a difficult task especially nearing retirement. As retirement approaches, time becomes more precious and the stakes are higher with every investment decision.

Attend this event to learn more about…

• What investments to own as you approach retirement

• How investment portfolios change over time based on needs, wants, and wishes

• What risk should you be paying attention to?

• When you know it’s time to make a change to your investments?

• How will you pay taxes in retirement?

• How can you control your tax liability in retirement?

• How do you balance Social Security & your investments and getting them to work together

When it comes to investing for retirement, you will learn how we’ve helped 100’s our clients prepare for this major milestone in life.

Event Details:
Zov’s Bistro in Tustin
Saturday, August 4th
Begins promptly at 9:00 am and will end at 10:30 am

Please register to reserve your seat as space is limited to only 40 seats.  

Breakfast buffet included:

Eggs
Bacon
Chicken Sausage
Hashbrowns
French Toast
House Cured Grovlox
Bagels & Cream Cheese