You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.

Coco Palm 

1600 Fairplex Dr.

Pomona, CA 91768

Tuesday, October 21st

– OR –

Thursday, October 23rd

6:00 P.M.

Guarding assets and your loved ones from potentially devastating expenses by using Long Term Care.

Creating reliable and consistent income strategies in your retirement years.

Maximizing the tax efficiency of your portfolio by using tax-advantaged strategies.

Protection against future drops in the market.

How to avoid probate and make sure that your health care is protected.

Reducing or eliminating Required Minimum Distributions (RMDs) past the age of 72

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This class is offered to the general public only (non financial professionals). We do enforce all copyrights on our knowledge base and will check California Professional Regulatory database prior to the class. Our knowledge of these specific strategies is our firm’s primary asset. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. CSI doesn’t offer insurance products. Richard Anthony Miller is a licensed life and disability CA agent. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. The presenters of this workshop are not associated with, or endorsed by, the Social Security Administration or any other government agency. “Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. CA Insurance License t/0665327. Event(s) not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees.