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

• 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.