Community Corner
Financial Planning 101: Protect your Assets - Plan for Prosperity - Provide for Loved Ones
Have you ever wondered...
- How can I protect my portfolio
from the next bubble? - Will I outlive my retirement nest
egg? - Am I paying too much in taxes and
fees? - When should I file for social
security benefits? - How do I leave a financial legacy?
- How do I know which advisers to
trust?
If so, you are cordially invited to join financial planner Travis
Williams for an intimate financial planning workshop at any of these four
locations.
Find out what's happening in Mission Viejowith free, real-time updates from Patch.
Wed, Feb 19 3:00pm-4:30pm
Airport Plaza Center - 4540 Campus Dr, Suite 100, Newport Beach
Find out what's happening in Mission Viejowith free, real-time updates from Patch.
Thur, Feb 20 10:30am-12:00pm
Newport Executive Center - 260 Newport Center Dr, 5th floor
conference room, Newport Beach
Mon, Feb 24 7:00pm-8:30pm
Kanani Advisory Group - 16520 Bake Pkwy, Suite 100, Irvine
Tues, Feb 25 1:00pm-2:30pm
Paradigm Financial Planning - 27281 Las Ramblas, Suite 200,
Mission Viejo
Seating is very limited so register promptly by calling Trav directly at 866-996-9709.
The cost of admission is a twenty-five dollar donation to charity. Bring a receipt from a recent donation to your favorite charity or receive a donation envelope at the workshop.
There is no obligation for attending and nothing will be
sold during the workshop. You are
welcome to schedule a private appointment for a complimentary consultation or
portfolio review.
Sponsored by Paradigm Financial Planning, 27281 Las Ramblas, Suite 200, Mission Viejo, CA 92691
Investment Advisory Services offered through Global
Financial Private Capital, LLC, an SEC Registered Investment Advisor.
CA Insurance License # 0G61385