When: Thursday May 16th at 7:30 PM
Who : All welcome
Where: Equilibrium Fitness for Women
3930 Broad St, San Luis Obispo, CA 93401
Presenters: Gary Morrow and Doug McKay
Topics
  • Stock and Bond Market, Trade War with China. – What to do now?
  • How to protect your IRA or 401K?
  • Learn the difference between a mutual fund, stocks, ETF’s, variable and fixed annuities?
  • What is the difference between a stock broker, banker, financial advisor and insurance agent?
  • What factors should you consider with long-term care insurance?
  • When and how to take social security?
  • What is the difference between a living trust, living will and a last will and testament?

*Local wine will be served along with refreshments and bites.