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
333 Pacific
333 North Pacific Street
Oceanside, CA 92054
Date and time
Tuesday, July 30th
or
Wednesday, July 31st
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)
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this publication shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Advisory Services Offered Through Client One Securities, LLC an Investment Advisor. Lund Financial and Client One Securities, LLC are not affiliated.
