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.

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