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Money Smart Retirement Workshop (Fall Series)

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AM 870 (KRLA) Learning Center

701 North Brand Boulevard

Glendale, CA 91203

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Most seminars are boring, two hour, pitch-fest with speakers who try to sell books, videos, and coaching kits. These people profit from your desire to secure a common sense retirement plan.

David Ortiz’s Money Smart Retirement Workshop is different. No gimmicks, bait & switch or trickery. Just timely, non-sugar coated facts and insights on what you need to do to ensure you do not get left behind, pay excess taxes or get screwed by family or government. Our upcoming workshop on September 27 will feature a complimentary dinner courtesy of Peak Financial -- who will be providing timely information to those in attendance.

Money Smart Retirement Workshop

Come with Questions, Leave with a Plan

Even though you’ve worked hard your entire life and saved up something you’d like to pass on to your family, they may end up with nothing, without proper planning. When you attend one of our Money Smart Workshops, you’ll immediately discover how you can prevent this from happening to you and your family.
Every subject that matters to your retirement will be discussed:

LEARN HOW TO KEEP THE GOVERNMENT OUT
Keep the courts from interfering with your affairs after you’ve passed away. The time-consuming and costly nightmare of Probate doesn’t have to touch your family or your money.

FAMILY HOME PROTECTION
Don’t let the government take your home when you die as a result of Medi-Cal Recovery. California has already recovered $1 BILLION from people’s homes and estates after a loved one died having received Medi-Cal Benefits. This is often how family homes are lost.

AVOID NURSING HOME POVERTY
The average cost of nursing home care in California is $90,000 per year. Protect your nest egg from being eroded with a Living Trust and qualifying for Medi-Cal the smart way!

PREVENT FAMILY FEUDS
Discourage family disagreements and fighting by planning for different individual needs and ensure that your estate plan leaves a loving and lasting legacy.

WHO SHOULD ATTEND THE MONEY SMART RETIREMENT WORKSHOP?

RETIREMENT READY
Your good bye celebration is on the company calendar and the next stop is a white sand beach, 14 day cruise or safari in Africa. You’re looking for ways to Convert Retirement Savings into Income – and may need to explore alternate investments to keep you on vacation and out of the office.

NEAR RETIREMENT
The time to retire is approx. 5 years out. You’re looking for a smart way to withdrawal social security benefits and ways to maximize your retirement income.

PLANNING FOR RETIREMENT
It’s never too early — but you have some time to figure out how to best leverage your financial situation to meet your retirement objectives.

ESTATE PLANNING?
How many estate planning disasters do you need to see before you decide to create a plan that determines who gets your hard earned money after you pass. If you want to avoid giving all or half of your wealth/assets to uncle sam – you should attend this workshop.

Don’t get left behind. Get Retirement Ready now. Come with questions and leave with a Lifetime Income Retirement Plan. Register Today.

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Location

AM 870 (KRLA) Learning Center

701 North Brand Boulevard

Glendale, CA 91203

View Map

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