Please call 1-800-234-0366 today to reserve your seat!
Join your host, Elisabeth Dawson, for a unique educational event on all the “must-knows” for retirement. You are invited to attend this classroom course, designed to provide valuable insights to those who are newly retired or nearing retirement. This timely event is a must-see! There is no cost or obligation, but seating is limited and reservations are required.
 
Topics to be covered will include:
-Income Planning: Social Security, Pensions, Efficient Withdrawal Strategies
-Financial Concerns: Market Activity, Inflation & Taxes, Types of Advisors
-Preparing for the Unexpected: Survivorship, Health Care and Longevity Planning
 
This event will be held on Tuesday, October 30th from 6-8:30pm at National University, Room #150 in San Diego, CA .
 
Please call 1-800-234-0366 today to reserve your seat!

Investment advice offered through Copia Wealth Management Advisors, Inc.

Copia Wealth Management Advisors, Inc. is a registered investment adviser.