“Maximizing Retirement: What Retirement Plan is Right for You & Your Clients”

Join us for our January meeting when our own Glendale Bruin Professional, David Medina CFP^®, CWS^®, AIF^®, CPFA, will lead a vibrant discussion on qualified retirement plans including the following objectives:

• Learn more about the various retirement plan options, and their limitations
• Gain the ability to help direct clients towards an appropriate retirement plan solution
• Understand how the right investment advisor can help achieve both sponsor and participant objectives

 We look forward to you joining us and participating!

Cost: $5

RSVP Now!