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Retirement By Design

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Westlake Yacht Club

32123 Lindero Canyon Road

Westlake Village, CA 91361

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Come join us for an educational event, hear from retirement planning experts on how to design your perfect retirement strategy.

We will be discussing the following topics,


-Health Insurance Agent Specializing in Medicare

by Mary Jane Julius www.healthcare65plus.com


-Estate Planning

by Huzaifa Mogri https://www.mogrilaw.com


-Wealth Mangement

by Aaron Kirsch http://www.kirschwealth.com


-Insurance Services

by Jonathan Hartman


-Reverse Mortgage

by Adam Kaye and Darren Firestone www.teamhecm.com


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Date and Time

Location

Westlake Yacht Club

32123 Lindero Canyon Road

Westlake Village, CA 91361

View Map

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