Upcoming Seminar - Sign Up Now
Individual Wealth Planning Seminar
We personally invite you to join us and other special guests for a FREE dinner workshop. This workshop is designed exclusively for pre-retirees and retirees and covers topics of vital interest concerning the safety and protection of your retirement. This workshop isn’t yesterday’s news; it’s filled with the latest strategies that you can use today.
In the current economic climate, we all face financial challenges. Everyone needs to stay abreast of changes in the laws affecting our taxes, income and the security of our assets. Our keynote speakers will discuss many important topics that benefit your financial well-being, including:
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Learn Estate Planning Essentials For 2008 and beyond |
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Learn 3 Traps To Avoid in holding title to real estate |
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Learn the 5 Pillars Of Financial Planning that protect your portfolio |
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Learn 3 Proven Alternatives to portfolio diversification |
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Learn how the experts Evaluate And Select the most profitable real estate markets |
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Learn 4 Secrets to protect your financial portfolio during this unique time in the markets |
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This is an educational workshop. No one will try to sell you anything and, of course there is no cost or obligation. If married, bring your spouse. Feel free to bring a couple of adult guests.
Our keynote speakers are ranked among the best in their fields, including: Legal, Real Estate Investing, Insurance Management and Financial Planning.
Admission to our seminar is complimentary. Seating is limited.
Please call 1-888-487-7400 for a reservation, or if you prefer, simply fill out the form below.
Nothing will be sold at the seminars. Lunch or dinner will be served.
| Seminar Location: |
La Pastaia at Hotel De Anza |
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233 West Santa Clara St. |
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San Jose Ca 95113 |
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| Available dates: |
July 22, 2008 5:30 P.M. - Individual Wealth Planning Seminar |
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July 24, 2008 5:30 P.M. - Individual Wealth Planning Seminar |
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Sign Up Here: (Fill in the form then click the SUBMIT button)