You are invited to a complimentary workshop that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and legacy planning. This is complimentary and there is no commitment for attending the event.

Tuesday, April 29

or

Wednesday, April 30

at 6:00pm 

at

Cooper's Hawk

Winery & Restaurant

2290 South Santan Village Parkway

Gilbert, AZ 85295

Long Term Care 

Cover this costly risk using alternative products without large expenses.

Retirement Planning

Create a distribution plan that is designed to help you make it through retirement.

Tax-Efficient Strategies

Learn Tax reduction strategies based on the new "Trump Tax" law.

Low-Risk Investing

Low risk financial products that are designed to help produce attractive returns.

Legacy Planning

How to avoid probate and make sure that your health care is protected.

Social Security

With 567 different ways to elect your benefits, find out which could pay you the highest income for life.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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