Please join us at

Reserve your seat today!

September 1st or 3rd

at 6:00 PM

5800 The Crossings Dr.

Carlsbad, CA 92008

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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.