More than 30 Years in
Business in San Diego
KOGO News Radio 600

Investment Planning Workshop

Click to view the full event flyer PDF.

Click to view the full event flyer PDF.

Are all of your investments tied to the volatile roller coaster stock market?

Potentially smooth out the rideby considering real estate and other alternative investments to your personal and retirement portfolio.

Date: Thursday, April 9th 2015
Time: Noon to 1:30pm and 6:30pm – 8pm
Location: The Financial Advisors
5075 Shoreham Place, Suite 200
San Diego, CA. 92122

Reservations: (858) 597-1980 or please fill out the form below. Seating is limited | Refreshments Served

 

 

 

                     MISSED THE WORKSHOPS AND WOULD LIKE TO LEARN MORE ?

                                                            JUST CONTACT US….

 

Join us and LEARN the appropriate mix of stocks, bonds, real estate and alternatives which may match your investment goals & objectives, risk tolerance and time horizon and how diversification may help reduce volatility – projected tax sheltered income and appreciation potential.

 

Fill out the form below to RSVP.

Name*
Phone*
E-mail*
Guest Name
Number of Guests
Full Address
What Time Would
You Like to Attend?
Noon to 1:30pm6:30pm to 8pm
 

Areas of Interest

Long Term CareInvestment PortfolioReal Estate InvestmentsReducing Income TaxesEstate PlanningCharitable Estate PlanningRisk ManagementRetirement PlanningEducation FundingBusiness Planning1031 ExchangeOverall Review

 

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Investor Suitability: $70,000 gross annual income and $70,000 net worth OR net worth of at least $250,000 (excluding the value of the investors home, furnishings and automobiles.