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Retirement Communications Fair & Open House

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Warren Street Wealth Advisors

222 Pacific Coast Highway

10th floor

El Segundo, CA 90245

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Open House & Retirement Communications Fair!

We are excited to share our new space with you at 222 PCH at the Towers! Please stop by to say hello, visit with our experts, and ask questions.



Station 1: Employee Benefits with Len Hanson

Topics to Discuss: Employee Savings 401(k) Plan, Cash Balance Pension, ESOP or Common Stock Shares, After-Tax 401(k) Contributions, Back-door Roth IRAs, Lump Sum vs Annuity Decision, Retiree Medical, or..."what's it like retiring from Chevron?"

Station 2: Investments with Professor Marcia Clark, CFA, MBA

Topics to discuss: Stocks, Bonds, Tariffs and Trade wars, Federal Reserve & Interest Rates, Asset Allocation, Investment Diversification, U.S. Concerns, Global Concerns, or just "how are the markets doing?"

Station 3: Financial Planning with Justin Rucci, CFP®

Topics to discuss: Social Security, Taxes in Retirement, Wills & Trusts, Budgets, Insurance, Retirement Planning, Cash Flow, Employee Benefits, Investments, "how's the weather in New York?" (Justin's home town)



Visit all stations and you'll be entered to win a prize!



Date and Time

Location

Warren Street Wealth Advisors

222 Pacific Coast Highway

10th floor

El Segundo, CA 90245

View Map

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