Events

Seminars / Events

The Retirement Survival Workshop

Topics to be Discussed

  • How to protect your hard earned assets in the event of a catastrophic illness and avoid Medicaid spend down
  • How to reduce Income Taxes on your Social Security Benefits
  • How to lower your Income Taxes
  • How to avoid Probate
  • How to create an income stream that you, nor your family will outlive 
  • How to create a safe retirement nest egg in today’s unstable markets with guaranteed returns
  • If your home is currently in a trust, you NEED this information.
  • Learn the difference between revocable living trusts and irrevocable trusts
  • How to finally achieve piece of mind in Retirement

Upcoming Events

San Luis Obispo & Shell Beach, CA

November 7th @ 4pm

F. McLintocks Dining House

750 Mattie Road

Shell Beach, CA 93449

November 8th @4pm

Upper Crust

11560 Los Osos Valley Road #190

San Luis Obispo, CA 93401

*Reservations and qualifying call are required.

Past Event Locations

  • Sierra Vista, AZ Windemere Hotel
  • Goodyear, AZ- Hampton Inn & Suites
  • Sierra Vista, AZ -Holiday Inn Express
  • Glendale, AZ - Residence Inn Marriott
  • Surprise, AZ - Holiday Inn Express
  • Peoria, AZ - Peoria Chamber of Commerce
  • Casa Grande, AZ - Holiday Inn
  • Scottsdale, AZ - Courtyard Marriott
  • Goodyear, AZ - Hampton Inn & Suites
  • Prescott, AZ - Laquinta Conference Center and suites
  • San Luis Obispo, CA - Hampton Inn
  • Paso Robles, CA - Holiday Inn Express
  • Santa Maria, CA - Santa Maria Inn
  • Green Valley, AZ - Wyndham & Quail Creek
  • Scottsdale, AZ - Tommy Bahama

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