About this Event
Come learn why you need a strategy and how you can be empowered to make the most of your financial situation!
Attend this fun & free workshop to:
- Grow in your understanding of how financial matters as a woman differ from our male counterparts
- Learn why you need a comprehensive financial plan
- Learn why you need more than an investment account or a 401k
TOPICS WE WILL DISCUSS:
- Basic Financial Literacy
- Strategies to reduce or eliminate taxes in retirement
- Social Security maximization strategies
- What is a comprehensive financial plan?
- Inflation and it’s impact on your income
- Why losses during retirement matter
- Tax rate risk
- Practical action steps to secure your financial future
- These topics and so much more – we look forward to seeing you there!
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend? No, there is no cost to attend.
Do I need to bring anything? No, you will be provided with.a pen, paper and other materials at the workshop.
Will I be pitched or sold anything? No, our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Are men allowed to attend this event? No, this is a women’s only event.
Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosely Insurance & Financial Services.
Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766
Event Venue & Nearby Stays
La Mirada Library, 13800 La Mirada Boulevard, La Mirada, United States
USD 0.00
