Events

Join Us for Our Upcoming Dinner Seminar!

August 1st or 3rd, 2023

Click Here to Register

Use the Code: BURPEF

What You Should Know About Retirement

Dates and Times:
Tuesday, August 1st
6:00pm
Registration begins at 5:45pm

Thursday, August 3rd
6:00pm
Registration begins at 5:45pm

Bistango
19100 Von Karman Ave.
Irvine, CA 92612

Seminar Details:

Financial Strategies for Uncertain Times

A Host of Financial Challenges Lie Ahead.

Inflation is at a 40-year high. We are living in a very dangerous financial time and the biggest risk right now is doing nothing.

You and a guest are invited to attend a very special presentation for local residents ages 58-79. This informative an entertaining event is by invitation only and fills up quickly.

Important topics that will be covered:

  • Rising Inflation: Learn how it’s shaping current investment strategies and what you should expect in the future.
  • Tax-Reduction Strategies: Strategies to protect your retirement income from potential tax increases.
  • Market Conditions: What safeguardsyou can putin place to weather stock market volatility.
  • Income Planning: The latest strategies to preserve and protect your retirement in today’s unsettled market.
  • Your Retirement Lifestyle: Are your wishes and goals lining up? Learn how you could make it a reality.
  • Is Your Life Insurance Outdated? Have your needs changed? Has your policy changed with you?

 

Seating is limited!  Register now to guarantee your seat.

Visit https://www.youRSVP.com to register, or call (833) 394-8462. When registering online, use the code: BURPEF

949-858-7200 | info@cotoinsurance.com