Registration Confirmation July 8

Seats Are Limited & Reserved for Qualified Pre & Post-Retirees

Joining the interest list does not guarantee your spot. We will call you to confirm whether or not this event is right for you. Walk-ins will not be permitted without confirming at least 1 DAY before this event.

QUALIFIED ATTENDEES: Please arrive by 5:45pm. Speaker will begin promptly at 6pm. Guests will not be permitted after 6:15pm.

ABSOLUTELY NO ALCHOHOL ALLOWED!

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, Mark assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones. Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999.

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.

At the Old Spaghetti Factory in Fullerton, CA

110 East Santa Fe, Fullerton, CA 92832

*TO ATTEND OUR COMPLIMENTARY DINNER WORKSHOPS:

1. You must be between the ages of 55-75 (exceptions WITH PERMISSION).

2. You must have a minimum of $300,000 in investable assets, excluding real estate.

3. You must confirm your attendance and that of (1) guest at least 1 DAY prior to event.

4. You must NOT have attended any other complimentary dinner event(s) hosted by WMS Retirement Solutions.