Free

Complimentary Dinner & Advanced Financial Planning for OC Physicians & Dent...

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Maggiano's Little Italy

3333 Bristol Street

Costa Mesa, CA 92626

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Maggiano's Little Italy | 3333 Bristol Street | Costa Mesa, CA 92626

Your presentation will be hosted by David Feiler, Alex Kienle, and Jeremyi Sanchez CFP. Jeremyi, David, and Alex have over 35 years of combined experience in designing and implementing financial plans to help meet the unique needs and goals of Physicians & Dentists from residency to retirement, focusing on tax-minimized wealth accumulation and asset protection strategies. Let us share our expertise with you.

100% Complimentary Dinner and Financial Education for Physicians & Dentists.

Space is Limited, so please reserve your spot early.

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How can I contact the organizer with any questions?

Call Westmark Wealth Management at 602.714.1953 or email to Meghan@westmarkwealth.com

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Date and Time

Location

Maggiano's Little Italy

3333 Bristol Street

Costa Mesa, CA 92626

View Map

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