Wealth Preservation

Wealth Preservation

Join us for a complimentary dinner. Learn strategies to protect your assets, manage long-term care costs, and plan efficient wealth transfer

By The Mesa Agency

Date and time

Location

MorningStar Senior Living of Mission Viejo

28570 Marguerite Parkway Mission Viejo, CA 92692

About this event

  • Event lasts 1 hour 30 minutes
  • Free venue parking

Join us for an exclusive, complimentary dinner event where you'll gain valuable insights into protecting your financial future. This seminar is designed to help you understand strategies for:

  • Preserving your assets from unexpected long-term care expenses
  • Creating a plan to transfer wealth efficiently and tax-effectively
  • Protecting your estate without compromising your lifestyle or legacy

Whether you're planning for retirement or looking to safeguard what you’ve worked hard to build, this presentation will provide clarity and peace of mind.

Seating is limited—reserve your spot today!

Organized by

Free
Sep 11 · 5:30 PM PDT