Events

Upcoming Retirement Planning Workshops

Click Here to Register

Use the code QEJCUD to register, or call (866) 431-1706.

Workshop Details:

Don’t miss this FREE educational program where we will explain (in plain English) the latest tax laws, how to reduce your tax liability, how to stretch your IRA into guaranteed income for life, and more!

Seating is limited and attendees must qualify.

Dates and Times:

Tuesday, June 25, 2019
12:00pm
(Registration Begins at 11:45am)

Tuesday, June 25, 2019
6:00pm
(Registration Begins at 5:45pm)

Thursday, June 27, 2019
6:00pm
(Registration Begins at 5:45pm)

Location for all events:

Bistango
19100 Von Karman Ave.
Irvine, CA 92612

Visit www.youRSVP.com and enter the code QEJCUD to register, or call (866) 431-1706.

Do You Have a Specific Question?

Use the form below to contact us.

© 2019 COTO Insurance & Financial Services | License Number: 0G50621

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Coto Financial & Insurance Solutions, Inc. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Coto Financial & Insurance Solutions, Inc. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Call 949-858-7200 or email info@cotoinsurance.com to speak with an agent.