UPCOMING EVENT

OPTIMIZE YOUR SOCIAL SECURITY INCOME
Includes a short discussion on Medicare Health Plans & retirement planning.
Wednesday, November 29th @ 6:30 p.m.
Location: Sea Country Community Center 24602 Aliso Creek Rd, Laguna Niguel, CA 92677
REGISTER ONLINE OR RSVP: info@coliday.com (949) 216-8459

 

NEW IN DECEMBER!!
WEEKDAY AFTERNOON WORKSHOPS!

 

NEW GENERATION RETIREMENT PLANNING

Comprehensive Retirement Strategy Session which includes Social Security, Medicare Health Plans, Long Term Care, Taxation and Income Planning in Retirement. 

Only 15 seats available…

DATE:
Tuesday, December 12th @ 1:00-2:oo p.m.

LOCATION:

28202 Cabot Road, Suite 300, Laguna Niguel, CA, 92677
3rd. Floor – Salt Creek Conference Room  (Parking in front and rear of building)
(Craig’s office located in the Morgan Stanley Building near the 5 freeway and Crown Valley near the Costco).

REGISTER ONLINE OR RSVP: info@coliday.com (949) 216-8459

 

NEW GENERATION RETIREMENT PLANNING
Comprehensive Retirement Strategy Session which includes Social Security, Medicare Health Plans, Long Term Care, Taxation and Income Planning in Retirement. 

Only 15 seats available…

DATE:
Wednesday, December 13th @ 1:00-2:oo p.m.

LOCATION:

28202 Cabot Road, Suite 300, Laguna Niguel, CA, 92677
3rd. Floor – Salt Creek Conference Room  (Parking in front and rear of building)
(Craig’s office located in the Morgan Stanley Building near the 5 freeway and Crown Valley near the Costco).

REGISTER ONLINE OR RSVP: info@coliday.com (949) 216-8459

Decisions?

YES