When it comes to your financial future, knowledge is the critical first step.
We help our community make informed financial decisions about the days ahead.
Our client workshops, appreciation events, speaking engagements and insurance sales presentation provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers as well as educational handouts and reference materials.
We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private complimentary consultation scheduled for your convenience.
To register for an upcoming event, please contact our office toll-free at (877) 707-4409, or locally at (949) 595-4409. You can also e-mail Info@Asset-Retention.com for more information on upcoming events in your area. Please be sure to call our office if you are not sure about the location of the venue.
Note: If you can’t make one of these events, we offer you a complimentary consultation at your convenience, or you may contact us to join us in a future event that works for you. We give 35 seminars yearly.
Tuesday, 8/6/19 6:30 pm Taxes in Retirement Class at Sea Country Senior and Community Center
Wednesday, 8/7/19 6:30 pm Taxes in Retirement Class at Sea Country Senior and Community Center
Wednesday, 8/14/19 6:30 pm at Salt Creek Grille
Tuesday, 8/20/19 6:00 pm at Stella's
Wednesday, 8/21/19 6:00 pm at Salt Creek Grille
Wednesday, 9/11/19 6:00 pm at Antonucci's
Wednesday, 9/18/19 6:00 pm at Hacienda on the Lake
Thursday, 9/19/19 6:00 pm at Hacienda on the Lake
These events are designed for individuals age 55 & above. All attendees should be nearing retirement or currently retired.
Now, more than ever, it is important to examine your retirement. With recent economic events affecting millions of people in our country, many are discovering the true impact to their retirement legacy and their dreams. Our firm uses real-world examples to show you the facts and strategies that you can use today to guarantee your financial future.
A few of the topics discussed:
To register for the upcoming workshop, fill out the form above. One of our representatives will contact you shortly to confirm your registration. Space is very limited. Please wait for a confirmation call before attending the workshop as Mr. Bender’s educational programs are always full.
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.