Do you ever wonder if you’re saving enough for your retirement? Are you a parent and want to teach your children solid financial skills or have questions about setting up a college fund? If so, we can help.

In partnership with Windes and TLD Law, we’d like to invite you to join us for this lunch to learn the money habits that help you protect, grow, enjoy and pass on what you’ve saved (or earned).

Get your most pressing questions answered LIVE by an all female panel of advisors on money management, estate planning, wealth protection, and taxes.

Here’s more information:

Smart Money Habits for Women Lunch & Learn Event

Wednesday, September 27 | 11:30am to 1:30pm (PDT)

3005 Old Ranch Parkway | Seal Beach, CA 90740

If you’re interested in attending, please pre-order your tickets below. If you have any additional questions, please reply to this email.

We hope to see you there!

Register Now