Events

Join Us for Our Upcoming Dinner Seminar!

August 18 or 24, 2021

Click Here to Register

Use the code ZELNAB when registering.

What Every Woman Should Know About Retirement

Date and Time:
August 18 or August 24, 2021
6:00pm
Registration begins at 5:45pm
Bistango Restaurant
19100 Von Karman Ave.
Irvine, CA 92612

Seminar Details:

Women, Money, and Power

This presentation will give you an opportunity to take the steps toward greater financial awareness and empowerment. Single, married, widowed, busy raising children or living alone for the first time in your life – you are going to have to address needs to protect yourself, your lifestyle, and your financial future.

You and a guest are invited to attend a very special presentation for local residents ages 58-78.   This informative and entertaining event is by invitation only and fills up quickly.

During this event, we will reveal proven techniques and strategies to help you preserve your capital, increase your income, decrease your risk and reduce your tax burden.

Important topics that will be covered:

  • Learn why you need a financial roadmap
  • Traditional “safe” havens such as money-market funds, government bonds and CDs are yielding after-tax returns barely above inflation.  You’ll discover better options.
  • How to use strategies to coordinate Social Security and other forms of retirement income.
  • How to reduce unnecessary taxes.
  • How much retirement income will you need?

 

Seating is limited!  Register now to guarantee your seat.

Visit https://www.yoursvp.com to register and use the code ZELNAB, or call (833) 360-8607.

Do You Have a Specific Question?

Use the form below to contact us.

    949-858-7200 | info@cotoinsurance.com