Description
Join our interest list TODAY to qualify to attend this Complimentary Dinner Seminar, presented by Accredited Investment Fiduciary, Mark Turner!
TO ATTEND OUR COMPLIMENTARY DINNER WORKSHOPS:
- You must be between the ages of 55-75 (exceptions WITH PERMISSION).
- You must have a minimum of $300,000 in investable assets, excluding real estate.
- You must confirm your attendance and that of (1) guest at least 1 DAY prior to event.
WHAT YOU WILL LEARN:
- Reduce Stock Market Losses: Impact On Your Retirement Income & Savings
- Guaranteed Income Sources: How To Solidify Your Paycheck for Life
- Safe Growth & Income Alternatives: Protect & Still Safely Grow Your Investments
- Long Term Care: What If You Get Too Sick?
- Legacy Planning: How Can You Eat Your Cake & Leave It Too?
- Trusts, Wills & Taxes: How Can You Reduce Or Eliminate Some Taxes While Still Alive & When You Pass?
Call us TODAY to see if you qualify to attend: (714) 912-4906!
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.
Date and Time
Tue, Jul 08, 2025
5:45p - 7:30p PST
Location
Spaghetti Factory, Fullerton
Note
QUALIFIED ATTENDEES: Please arrive BY 5:45pm to guarantee your spot.