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FInancial Planning Dinner
We have several financial management firms that offered like to host special events on topics which are of financial importance and interest to most individuals. These events will potentially include free dinners at fine upscale restaurants and unique venues in CA incudling LA, San Diego, Orange Count, SF Bay area, New York, Washington DC.
RSVP Now for First Dinner, Space Limited!
Tuesday, Nov 27 from 6pm-9pm at Real Office Center, 604 Arizona St in Santa Monica.
ALERT! Free tickets sold out. Only 10 tickets left for purchase.
Nov 27 Includes Buffet Dinner and Free Open Bar:
- Premium New Amsterdam Vodka and Gin
- OM Organic Vodka Cocktails
- Firemen's Brew Beer
- Wine and soft drinks
Cocktails and Beer; 6:00-6:30
Dinner and Drinks 7:00-8:30
Includes drinks and food; and networking with investors. For free tickets, you must arrive by 6:30for admission. We reserve the right to requirei a $30 fee for entrance afrer 6:30. This event is hosted by Axa Advisors. You can bring a guest but each person must register under their own name.
This dinner event takes place the night before the Nov 28
Startup Venture Summit where investors and startups connect. Learn more now!
Please let us know which topics would be of interest to you by taking the survey when you register.
Our client will be contacting you when they schedule the events according to your preferences and qualifications.
Financial Planning Needs:
I Specific for Women
Successful Women Invest in Themselves: designed to help high-net worth women prioritize their goals and plan ahead and apply the right investment strategies and solutions.
Divorce: Planning for a New Beginning: while divorce laws vary by state, this seminar covers many key financial issues that should be considered
Focus on Retirement
Failed to Save for Retirement Now What?
Retirement Standard Summary Overview
Roth 2010 Conversion: The Potential to Achieve Tax Free Retirement
Roadmap to Retirement: 12 IRA Planning Mistakes to Avoid
III. General Investment Issues
Making the Most of Your Fixed Income Investments
Choosing Investments fro your 401k
Understanding Investment Risk
Managing Your Portfolio
IV. College Planning
529 College Savings Plans: Simply the Smart Way to Save for College
V. Alternative Life-Style Wealth Issues
Wealth Planning for Domestic Partners