Two Upcoming Events You Won’t Want to Miss
February 20, 2020

We’re inviting you to one of two upcoming events on March 11 & 12. Tune in for the details!

This message is your invitation to one of the two upcoming events we’re holding here at our office. Join us as we cover some current topics relevant to the market. For example, President Trump signed the SECURE Act in January 2020, which will affect all retirees and retirement accounts. It’ll make advance tax planning even more important for your retirement. If you’re curious about how it will impact you, come on over to the Retirement Wealth Management Building and join our discussion!

Lunch & Learn: Wednesday, March 11, at 11:30 a.m. 

Wine & Wisdom: Thursday, March 12, at 6 p.m.

To RSVP, give us a call at (909) 985-1678. Feel free to bring a friend 50 years or older—they may find this information very valuable as well. Hope to see you there!

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