One week from today:
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If you missed out last workshop(s) on May 23rd and 24th…
Good news – we are having another “How To Own Your Retirement” workshop on Wednesday
June 20th from 6:30 – 7:30 PM at the San Luis Obispo Library (Conference Room).
Topics:
– Maximizing Social Security (free analysis)
– Guaranteed Lifetime Income Solutions.
– The current state of the Stock and Bond Market (interest rates).
– How to move your 401k while still employed and or retired.
– Properly Funded Living Trust and Long Term Care.
The last workshop was full – so please let us know via email or text if you would like to attend.
We will also send a text as a reminder.
No Suits – No Signing – No Selling.
Hope to see you there.
Best,
Gary Morrow
Investment Advisor (Fiduciary)
(805) 550-6458
Doug McKay
Investment Advisor (Fiduciary)
(858) 414-1970
Disclaimer:  All workshops are for educational purposes only.  Past performance is not indicative of future results.