Retirement Planning Workshop: Visalia

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Fugazzi's

127 West Main Street

Visalia, CA 93291

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Sales Have Ended

Registrations are closed
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Event description

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Join Financial Advisor Cary Warren Facer at this event for a fun, yet honest, discussion around the challenges retirement brings. At this free retirement workshop, you'll receive the same advice Cary's existing clients receive to help navigate this major life milestone called “retirement”. Cary has hosted over 100 retirement planning events and has helped 100's of past attendees transition into retirement.

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

  • 401(k) and other retirement plans at work

  • How much money you need for retirement

  • How to extract the most out of your pension plan

  • Your Social Security options

  • Taxes in retirement

  • How to plan your income in retirement

  • 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 by working 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. Learn more www.warrenstreetwealth.com

Warren Street Wealth Advisors provides the following services

  • Comprehensive Financial Planning

  • Investment Management

Learn more https://warrenstreetwealth.com/services


About the Keynote

Cary Warren Facer

Founding Partner, Wealth Advisor

Cary is a Founding Partner and Wealth Advisor at Warren Street Wealth Advisors. Cary graduated from San Diego State University with a Bachelor’s Degree in Finance.

Having had his own retirement concerns working in a family owned construction company, Cary formed Warren Street Wealth Advisors to solve the same frustrations and uncertainties he once had about finances.

Cary entered the wealth advisory business in 2007 working for a Fortune 100 company. Soon after, he made the decision to break away to start what is now Warren Street Wealth Advisors.

Cary loves spending time with his beautiful wife Stephanie and their two sons Grant and Reed. Cary also enjoys motorsports, being a “car guy”, hosting poker nights with friends, coaching his sons’ athletics, and taking road trips with the family.


Event sponsored by: Warren Street Wealth Advisors, LLC

www.warrenstreetwealth.com


Date and Time

Location

Fugazzi's

127 West Main Street

Visalia, CA 93291

View Map

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