FINANCIAL PLANNING SEMINAR & DINNER
Featuring Your Host:
FINISH STRONG FINANCIAL
You are invited to a complimentary workshop that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and legacy planning. This is complimentary and there is no commitment for attending the event.
Save your spot right now!
Location
Pizzaioli
Ristorante Italiano
3920 Grand Avenue A
Chino, CA 91710
Date and time
Wednesday, November 13th
or
Thursday, November 14th
at 6:00 PM
TOPICS
Long-Term Care
Cover this costly risk using alternative products without large expenses.
Retirement Planning
Create a distribution plan that is designed to help you make it through retirement.
Tax-Efficent Strategies
Learn Tax reduction strategies based on the new "Trump Tax" law.
Low-Risk Investing
Low risk financial products that are designed to help produce attractive returns.
Legacy Planning
How to avoid probate and make sure that your health care is protected.
Social Security
With 567 different ways to elect your benefits, find out which could pay you the highest income for life.
FINANCIAL PLANNING SEMINAR & DINNER
Registration is required prior to the event to ensure capacity. Please note that a majority of the information is only relevant to adults in retirement or nearing retirement. For that reason, priority will be given to individuals who meet that criteria.
FS2 and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under FS2. Investment Advisory Services are offered through Kinetic Investment Management, Inc. a registered investment adviser.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Our firm is not affiliated with the US government or any governmental agency.