“Join us for our Free Educational Workshop”

Attn: Baby Boomers   

Learn how the new SECURE Act law will affect your Retirement!

Don’t wait until it’s too late to maximize your retirement income.  Through distribution planning and our calculations. 

We can help maximize your income so you know down to the month, net of tax, how much you could spend for a long as you live.  

You and a guest are invited to attend this Complimentary Income Planing Event at Peninsula Center Library in Rolling Hills Estates at 6:00 P.M. Thursday, January 30th.