Free

Retirement Planning Workshop: Murrieta

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Location

Anthony's Lounge & Ristorante

24630 Washington Ave STE 100

Murrieta, CA 92562

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Event description

Description

Join Financial Advisors Justin D. Rucci, CFP®, Emily Balmages CFP® and Cary Warren Facer at this event for a fun and honest discussion around the excitement and challenges retirement can bring. At this free retirement workshop, you'll receive the same advice they give their clients.


By attending this event you will be able to learn and ask questions about...

  • 401(k) and other retirement plans at work

  • How to make the most of your employee benefits

  • How much money you need for retirement

  • How to extract the most out of your pension plan - annuity vs lump sum

  • Your Social Security options

  • Taxes in retirement

  • How to plan your retirement income

  • Estate planning basics - Wills and Trusts

  • How to avoid the most common retirement mistakes made

Our goal is to help you prepare for a successful retirement and understand what it means to work with a firm that really is different from the rest. At Warren Street Wealth Advisors we do not work on commission. We are fiduciaries, we work as a true ensemble and team, and are privately owned and operated. We only focus on working in the client's best interest. You!


Services

  • Financial Planning

  • Retirement Planning

  • Investments

Learn more https://warrenstreetwealth.com/services


About Warren Street Wealth Advisors…

We are Fiduciaries

Fee only firm (no commissions)

We work with over 190 local Families and Businesses

Our average team member has over 13 years of industry experience

We have hosted 100+ workshops over the past decade.


Event Hosts:

Justin D. Rucci, CFP®

Emily Balmages, CFP®

Cary Warren Facer



Event Sponsored by:

Warren Street Wealth Advisors, LLC

www.warrenstreetwealth.com

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Date and Time

Location

Anthony's Lounge & Ristorante

24630 Washington Ave STE 100

Murrieta, CA 92562

View Map

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