Description
Reserve your spot TODAY for Complimentary Dinner Seminar for qualified pre and post-retirees, presented by Accredited Investment Fiduciary, Mark Turner!
This Event Will Cover:
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.
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, Apr 29, 2025
6:00p - 7:30p PST
Location
Spaghetti Factory, Fullerton
Note
QUALIFIED ATTENDEES: Please arrive BY 5:45pm to guarantee your spot.