Do retirement money issues have you puzzled? Free seminars on “Retirement & Estate Solutions” will be held at 1:00 PM and 6:00 PM on Thursday, November 15, 2012 at the Flamingo Hotel in Santa Rosa.
Are you concerned about increased taxation, inflation, low interest rates, poor market returns, U. S. Government debt, and guaranteed retirement income? Are you are looking for guidance in creating, preserving, and maintaining your financial security in this uncertain economy? If your answer is “Yes!”, then this seminar is a must for you!
The speaker panel will include Montgomery Taylor, CPA, CFP, financial advisor and author of the book Before It’s Too Late, Eric S. Gullotta, Attorney-at-Law, CPA, MS (Tax), Rob Kirby, EA, CFP, MBA, and Gary Liess, licensed life insurance and annuities professional. Monty and his team of experts will cover many topics, including social security optimization, safe havens from market volatility, the hazards of putting your child’s name on your bank accounts or deed, tapping into your home as a retirement resource, and how to create a stream of guaranteed retirement paychecks.
The seminar is free, this is an educational event, but seating is limited and reservations are required. Call the California Institute of Retirement & Estate Planning reservation hotline at (707) 921-1665 day or night, to reserve your seat.