Please join us at

Reserve your seat today!

October 27th or 29th

at 6:00 PM

1205 Auto Park Way

Escondido, CA 92029

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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 2027. How will Geopolitics affect you? How will AI affect your portfolio?


• 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 keep going 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.