Educational Workshop: How to Protect Your IRA or 401(k)

Do you have an IRA or 401(k)?

Do you want to turn $100,000 into Millions for your children and grandchildren?

…now you can!

Due to a recent IRS ruling, you can now leave your IRA or other retirement plan to a Retirement Trust and stretch out the tax deferral for a generation or more!

We are offering two free seminars to clients, professionals and our newsletter subscribers.

Tuesday, July 18 6:30-8:00pm at the Agoura Renaissance Hotel (30100 Agoura Road, Agoura Hills)

Thursday, July 20 10:00-11:30am at the Hyatt Westlake Plaza (880 South Westlake Boulevard, Westlake Village)

Call Anna Spektor at 805-778-0600 to reserve a place for you and your guests. See you there!

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One Response to “Educational Workshop: How to Protect Your IRA or 401(k)”

  1. Field Turf says:

    Great information, Thank you so much… keep up the great work.

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