Join Us at One of Our Upcoming Tax and Retirement Planning Events
October 31, 2019

I have a special invitation to share with you today. We have a few upcoming tax, healthcare, and retirement planning events that we’re hosting at the La Verne Library. The purpose of this type of planning is for you to have a paycheck for your bills and a “playcheck” for everything else. So please join us at the La Verne Library on Saturday November 9 at 10 a.m. or Thursday, November 14 at 6 p.m. We’ll have plenty of time to answer all of your questions about planning for your financial future.