FINANCIAL PLANNING DINNER

Featuring Your Host:
Jason Lund 

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

Bailey's 

28699 Old Town Front Street

Temecula, CA 92590

Date and time

Tuesday, April 23rd

or

Thursday, April 25th 

at 

6:00 PM

TOPICS

Low-Risk Investing

Identify the risks and fees in your current investment portfolios and retirement plans.

Retirement Planning

Review the Pros and Cons of popular asset classes

Tax Strategies

Learn how to straddle tax rates to leverage Roth conversions

Long-Term Care

Avoid the $300,000+ liability affecting over 70% of people age 65 and older.

Legacy Planning

Prepare for the benefits and downfalls of the SECURE Act (and possibly SECURE Act 2.0)

FINANCIAL PLANNING CLASS & DINNER