SPECIAL ONLINE WORKSHOP - NO COST OR OBLIGATION
Join Us at the FREE "2022 Retirement
Taxes, Inflation & Income" Workshop!
Learn new strategies to help maximize retirement income, reduce taxes and manage retirement risks at the "Special ONLINE Workshop".
Admission is FREE but space is limited! To request tickets, click the Register button below:
REQUEST YOUR FREE TICKETS:
Tuesday - November 1st at 5:30pm PDT
Zoom Meeting
Meeting URL will be shared on registration.
Dinner Workshop Topics Include:
NEW TAX RULES & STRATEGIES
INFLATION & INCOME PLANNING
Learn how to create a successful retirement income plan that provides flexible solutions designed to last your lifetime.
THE NEW NORMAL ECONOMY
Learn why the COVID-19 market crash and recovery changed risks for current and future retirees in the "New Normal Economy".
MANAGING RETIREMENT RISKS
Learn strategies to help protect and grow your retirement income by managing increased stock and bond market risks.
An astute professional who has 20+ years experience as an Investment Advisor
Representative Registered with California Tax Education Council (CTEC)
Certified Social Security Claims Strategist
Founder and President of Strategic Asset Preservation, Inc,
Recognized and published by Forbes for her Social Security expertise
Holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – (National Social Security Advisor).
She has been recognized in the Wall Street Journal for her leadership role.
Don't Miss Out...
Reserve Your Spot Now!!
Start Securing Your Retirement Future!
Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Recognized Investment Advisor.
Optivise and Strategic Asset Preservation, Inc are independent of one another.
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