Description

As your local and trusted financial professionals, we are always trying to help people improve their overall financial strategy. This is why we wanted to invite you to an event about Smart Tax Planning. We are bringing in Ed Slott, CPA, bestselling author, retirement expert, and TV personality, for an insightful presentation on how to potentially reduce your future taxes.

We know how overwhelming retirement planning can be, which is why we offer educational events like this to help inform your important decisions. The information provided will be helpful and practical. Ed is a knowledgeable speaker, and we truly feel you will benefit from this presentation.

There is limited seating so please let us know if you will be attending and if you would like to bring a guest as soon as possible!

Where: Pechanga Resort & Casino - Summit Ballroom A
Address: 45000 Pechanga Parkway, Temecula CA, 92592
When: Sept. 13th Time: 6-9PM

Attendees will receive a complimentary copy of Ed's latest bestselling book and there will be a live book signing, hors d'oeuvres, dessert and drinks.