Welcome to this exclusive seminar, designed with corporate employees and retirees in mind! As you approach pivotal milestones in your professional journey, there's an increasing need to understand the complexities of financial planning, especially as it pertains to estate planning strategies. With shifts in the economic climate and evolving regulations, it's paramount to stay informed and make decisions that preserve your hard-earned assets.
Upon registering, your seat will only be confirmed after discussing your food order and any dietary restrictions with us. Please contact us at 800-900-5867 to finalize your food order or address any questions. Seating is limited, so register today! If the event reaches capacity, we will notify you about future events in your area.
Location: Ruth's Chris Steak House - 1553 Olympic Boulevard, Bldg. E Walnut Creek, CA 94596
Date: Tuesday, March 25
Time: 6:00 PM PST
In this presentation, you'll learn:
Hosted by: Tyson Mavar - SVP, Financial Advisor at Wealth Enhancement
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.
Fill out the form above to save your space or give us a call at 800-900-5867