Brea Retirement Workshop June 2025

reserve your spot

At the Brea Community Center

695 Madison Way, Brea, CA 92821

*Sandwiches, chips, cookies & water will be provided.

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What Does Your Retirement Roadmap Look Like?

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Is your retirement savings, income & legacy at risk?

With daily volatility and uncertainty increasing, it's more important than ever to have a plan in place to secure and protect all that you've accumulated for your retirement needs. Learn about new AI active versus passive traditional money management.

Getting this right is not only important, it's critical!

At this event you will learn how to thrive whether you're a saver or an investor. While we all want to make as much as we can, you're now getting closer to the distribution phase, where you take home all you've worked so hard for.

The future and what it looks like for you and your family.

We will discuss turning taxable inheritance into a tax-free legacy. Plus, what protection do you have for Long Term Care for you and/or your spouse? Planning for retirement is not just about assets. We help you prepare for the road ahead.

Seats are limited

Secure your spot now! This Complimentary Retirement Planning Event is for Qualified Pre and Post-Retirees. Qualified Attendees: Please arrive 15 minutes early.

RESERVE YOUR SPOT

Our Speaker: Mark Turner, Accredited Investment Fiduciary

Mark has been helping individuals retire with confidence for over 2 decades. Mark is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure you have an income you can’t outlive. Working with top estate planning attorneys, he assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones. He has been in the insurance business since 2000 and has held a Series 65 securities license since 1999.