Please join us at

Reserve your seat today!

August 19th or 20th

at 6:00 PM

1556 Camino Del Arroyo Dr., Suite B

San Marcos, CA 92078

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HOW TO AVOID COSTLY FINANCIAL MISTAKES
& SURVIVE DURING RETIREMENT

During this event you will learn:

• NEW INVESTMENT STRATEGIES to consider employing in 2026. How will Geopolitics affect you?


• THE BIG “BEAUTIFUL” TAX BILL IS IN FORCE. How will this new law affect you and what action should you be taking now?


• What is TAX-EFFICIENT INVESTING and how do you do it?


• INTEREST RATE WATCH. Will interest rates stay level? Or might they go back up? How to adjust your retirement plan.


• How the INCREASING GOVERNMENT DEBT could blow up your retirement plan.


• WAYS TO REDUCE TAXATION of your Social Security and IRAs.


• How to BUILD A SOLID RETIREMENT PLAN to protect from every situation that could mess up your successful retirement.

Our event for the 19th is now at capacity. You can register for our second date.