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November 10th, 11th or 17th

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333 N Pacific St.

Oceanside, CA 92054

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HOW TO AVOID COSTLY FINANCIAL MISTAKES & SURVIVE DURING RETIREMENT

  • 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?
  • IINTEREST 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.