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Register for our event!

July 21st or 23rd

at 6:30 PM

12240 Foothill Blvd.

Rancho Cucamonga, CA 91739

JOIN US

RETIREMENT, TAX, INCOME

& ESTATE PLANNING EVENT!

We will discuss these important topics and more:

- Learn ways to create your own “pension” plan and never run out of money for as long as you and your spouse live.


- Understand the common financial mistakes that can potentially erode your life savings by 60%.


- Get information on wills, trusts, and probate, and understand changes that may impact your family.


- Explore methods to help reduce or eliminate taxes, and help avoid issues for your beneficiaries.


- Discover alternative investments with tax-free and tax-efficient distributions that can help youpreserve your ideal lifestyle in retirement.


- Uncover strategies used by the ultra-wealthy to manage their money and safeguard their assets.

Miles Financial Group is an independent financial service firm. Insurance services are provided by MILES Investment and Insurances Services. Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products and services are not offered through Triad Wealth Partners. Neither Miles Financial Group nor Triad Wealth Partners offers tax or legal advice. Registration of an investment adviser does not imply a certain level of skill or training. The Firm provides investment advisory services for clients nationally. TriadWealth Partners will maintain all applicable registrations, notice filings, and/or licenses as required by the various states in which the Firm conducts business.