Broker Check
10 Nov
Seminar: How to be a Financially Wise Investor in the Current Economy


We are holding a “How to be a Financially Wise Investor in the Current Economy” seminar at the Fairwood Golf and Country Club on Tuesday, November 9th and Wednesday, November 10th at 6:00 P.M.

Here are some of the concerns people have – we will address these and more:

  • Concerns about market volatility
  • How to buy out the silent partner of your retirement
  • Maximizing your Social Security benefits
  • Creating income for retirement that cannot be outlived
  • Are you curious about the real cost of Mutual Funds?
  • The importance of distribution planning (understanding rules that may allow you to reduce your risk and keep more of your hard-earned money!)
  • Are you delaying retirement because of the cost of healthcare? Maybe you don’t have to.

Having a comprehensive, written, retirement plan can be the difference between financial confidence and uncertainty. Please choose a date that works best for you.

Please RSVP now to guarantee your space: Call (800) 898-3572 and give your RSVP code 423769 or make a secure reservation at

Due to demand for these events, we ask that all prospective attendees and their guests consider the following guidelines before calling our reservation line:

  • These events are designed for ages 50 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are designed solely for people looking to obtain financial information and/or advice.
  • If you are a financial advisor or if you are in the financial services industry we ask that you kindly extend a professional courtesy and not attend.

Investing involves risk, including the potential loss of principal. Mutual funds are sold by prospectus. Carefully read the prospectus before investing.

Date and Time

Wed, Nov 10, 2021

6:00p - 7:00p PST


Fairwood Golf and Country Club

17070 140th Ave SE
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Event Registration