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

Long-Term Healthcare Workshop – Missed the workshops? Send us an email or call if you have questions

LONG-TERM CARE is the #1 Financial Risk faced by retirees. US Govt. statistics tell us that 70% of Americans over 65 will eventually need long-term care for an average of 30 months.

You are Cordially Invited to join us for lunch to explore the most sensible planning solution to address this risk.

When serious illness or end-of-life issues occur, the need for professional care is great and the cost will demand a significant increase in retirement income.  A simple adjustment within your investment portfolio should contain an account that will provide substantial added income when professional care is needed in your home or a special facility.

The money you move into this account should be fully Guaranteed

You should have Guaranteed access to it any time

And if never needed, a fair tax-free rate of return to your heirs

Learn why this is the number one growing financial strategy in the country.

insuranceJoin Us:
Guest Speaker:  Gene A. Pastula, CFP
President, Westland Financial Services, Inc.

Tuesday, June 2nd 2015
12:00 – 1:30 pm
Bistro West
4960 Avenida Encinas
Carlsbad, CA 92008

Wednesday, June 3rd 2015
12:00 – 1:30 pm
Bernard’O Restaurant
12457 Rancho Bernardo Rd.
San Diego, CA 92128

Thursday, June 4th 2015
12:00 – 1:30 pm
Butcher Shop Steakhouse
5255 Kearny Villa Road
San Diego, CA 92123

R.S.V.P. to Financial Designs Ltd. at (858) 597-1980 or in the form below.
Lunch will be served – Seating is limited – Reservations Required

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Areas of Interest

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

 

Which workshop would you like to attend?

June 2nd at Bistro WestJune 3rd at Bernard’O RestaurantJune 4th at Butcher Shop Steakhouse

 

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