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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

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