Location:

Ruth's Chris Steak House
11582 El Camino Real
San Diego, CA 92130

What You'll Learn:

• Tax Planning – Learn how current and upcoming tax laws could cost your family thousands and ways to reduce the impact.
• Retirement Income Planning – Help manage your money to last longer and help create a consistent retirement income.
• Market Volatility & Risk – Understand how economic swings, new laws, and market changes may affect your IRA and 401(k).
• Rising Interest Rates – See how changing rates may potentially impact your portfolio and ways to position your assets.
• Long-Term Care Planning – Strategies to help cover unexpected long-term care costs without costly annual premiums.
• Help Protecting Assets While Seeking Growth – Help Increase interest earnings while managing your potential risks.
• CAUTION – Many Estate Plans & documents, may NOT actually protect your assets & may NOT work as you intended.

REGISTER HERE