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Join OneSource Wealth Management for a complimentary retirement planning workshop and dinner focused on protecting your assets, enhancing income, and pursuing growth in today’s environment. Ideal for pre-retirees and retirees who want clear, practical steps they can use now.NEW DATE. NEW LOCATION. NEW START TIME!
📝 YOU WILL LEARN:
• Retirement Asset Protection
• Enhanced Income Strategies
• When to Take Social Security
• Should You Convert to a Roth IRA
Who should attend:
Pre-retirees and retirees seeking clarity on risk, income, growth, and tax considerations. Spouses/partners welcome.
Presenters:
> John Scambray - CEO & Chief Investment Officer
> Giuseppe Visconti - President & Chief Financial Officer
Schedule:
* 5:15 PM - Check-in and seating
* 5:30 PM - Program begins
* 7:30 PM - Program concludes
Cost: Free - dinner included - limited seating
Register: https://www.healthwealthadvisory.com/Workshop---Roseville.19.htm
https://bit.ly/4kPoSJ3
Add to Calendar: Use the AddEvent button on this listing to save the event to your calendar. https://www.addevent.com/event/2bzwnp6667l1
Link to map: https://www.google.com/maps/place/Woodcreek+Golf+Club/@38.7770914,-121.331451,17z/data=!3m1!4b1!4m6!3m5!1s0x809b216f3a804209:0xa6cbec3d86e75aee!8m2!3d38.7770914!4d-121.331451!16s%2Fg%2F1ts_6w55?entry=ttu&g_ep=EgoyMDI2MDIwOS4wIKXMDSoASAFQAw%3D%3D
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Event Venue
Woodcreek Golf Club, 5880 Woodcreek Oaks Blvd, Roseville, CA 95747-6787, United States
Tickets
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