Workshops with Sexton Advisory Group
Learn How You Can Survive (And Thrive!)
In Today’s Topsy-Turvy Markets
There is no reason that you can’t prosper during volatile market conditions!
Over the last two years, the stock market has gone both up and down dramatically.
Unfortunately, this has likely produced a significant impact on your investment portfolio,and probably not for the better!
But the good news is that you may be able to weather the storm much more comfortably than you think. For example, you might not be aware that you can often enjoy the following:
• If you are over the age of 60, you can guarantee up to 6% lifetime income from yourinvestment accounts while still protecting your principal for your spouse, children,or charities.
• New laws allow you to immunize your retirement plans (401k, 403b, IRA, etc.) frompotentially devastating increasing tax rates in the future.
• Which of the eight (8) tax savings strategies unique to 2009 will you implement?
• How will inflation and higher taxes in the near future affect your retirement plans? Is this is an ideal time to convert to a Roth IRA?
Unfortunately, most retirees are not even aware that these options exist! And how can you
expect to improve your financial condition if you aren’t even aware of all of your choices?
In order to bring you up to speed on your options, Steve Sexton is hosting a FREE educational event titled, “Surviving (And Thriving!) In Today’s Topsy-Turvy Markets”. This event is
specifically designed for retirees (or those who plan on retiring in the next couple years)
who want to be aware of their retirement planning options.
Workshop Date(s):
August 10, 4:00 p.m.
Miller-Jones Mortuary Hemet CA
August 12, 6:00 p.m.
Pala Mesa Resort: 2001 Old Highway 395 Fallbrook, CA 92028
August 17, 6:00 p.m.
Pala Mesa Resort: 2001 Old Highway 395 Fallbrook, CA 92028
August 26, 6:00 p.m.
Rancho Bernardo Inn: 17550 Bernardo Oaks Dr., San Diego, Ca 92128
August 31, 6:00 p.m.
Rancho Bernardo Inn: 17550 Bernardo Oaks Dr., San Diego, Ca 92128
September 9, 6:00 p.m.
Vail Ranch Steak House 27600 Jefferson Ave, Temecula, CA 92591
September 14, 6:00 p.m.
Vail Ranch Steak House 27600 Jefferson Ave, Temecula, CA 92591
September 28, 6:00 p.m.
Indian Hills Golf Course, Riverside
September 30, 6:00 p.m.
Indian Hills Golf Course, Riverside
November 16, 6:00 p.m.
Sun City Shadow Hills, 80-814 Sun City Blvd,. Indio CA 92203