(818) 241-9061

Events

Advisory Group West regularly hosts educational dinner events for our community to share our expertise on a variety of financial topics.

Join us for our next event:

Learn About Costly Hidden Money Mistakes Retirees Regret

Smitty’s Grill
110 South Lake Avenue
Pasadena, CA 91101

Tuesday, July 11th, 2019

6:00 p.m. – 8:00 p.m.

Despite spending over 90,000 working hours accumulating assets, only 5-10% of retirees are financially self-sufficient*. The others didn’t plan to fail…but rather, underestimated the difference comprehensive planning can make.

You are invited to join a select group of pre and post retirees at a free educational dinner that highlights current thinking on the structuring and investing of assets in the “New Economy”.

Join us and learn:
■ Long Term Care – Updated strategies for reducing the “uncapped” costs of elder care.
■ Retirement Planning – What to do today to protect your retirement funds against
the next market meltdown.
■ Tax Strategies- How to implement tax reduction strategies during retirement.
■ Estate Planning – How to structure your estate to avoid costly Trust, beneficiary &
titling mistakes most retirees overlook.
■ Social Security – Learn which of the 567 different ways to elect benefits can
pay you the highest income for life.
■ And much more!

FEATURED SPEAKER: Robert Donaldson, CEO Advisory Group West Bob is a well-known financial educator in California. He holds the distinct designation of ChFC (Chartered Financial Consultant) and Registered Investment Advisor. During the past 30 years he has worked with individuals, families and business owners in developing financial plans encompassing asset protection, taxes, investments, and estate planning.

Don’t miss this opportunity to learn from one of the area’s most knowledgeable and entertaining speakers. There is no cost or obligation for attending this special event. Seating however is extremely limited, so don’t wait. To reserve your seat You can register online Here

 

Tickets are complimentary, but seating is limited

 

Advisory services offered through Advisory Group West, a Registered Investment Advisor, are separate and unrelated to Commonwealth. Robert Donaldson (CA Insurance License #0541081) is a Registered Representative and an Investment Representative with/and offers securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. Commonwealth Financial Network does not provide legal or tax advice. Advisory Group West, 330 N.Brand Blvd., #910 Glendale, CA 91203. Tel. 818-241-9061.

Interested in other topics?

Learn more about public speaking opportunities for your group or organization, or contact us to schedule your Complimentary Cornerstone Vissions™ Strategy Sessions for one-on-one education and guidance.