Mon
Nov 18
Fleming's Prime Steakhouse and Wine Bar
905 N. 54 Street
Chandler, AZ
6:00 PM Waiting List Only
Map
Tue
Nov 19
Fleming's Prime Steakhouse and Wine Bar
905 N. 54 Street
Chandler, AZ
6:00 PM Waiting List Only
Map

What You'll Learn

LEGACY TO HEIRS: Effective resources to insure your beneficiaries will receive exactly what you intend.
TAX REDUCTION STRATEGIES: Help reduce taxes on your Social Security, Capital Gains, Interest Income, & more.
CATASTROPHIC ILLNESS: Critical methods to help protect your assets should you need Medicaid assistance for Nursing Home Care.
RISK REDUCTION: Learn to properly & effectively transition away from significant market exposure over to more suitable instruments.
IRA STRUCTURING: Extend your IRA or 401(k) to your children &/or grandchildren in the most tax efficient & effective manner.
PENSION CREATION: Creating supplemental income (you cannot outlive) for inflationary times, unexpected medical expenses, or simply an enhanced lifestyle.

Featured Speaker

STEPHANIE FULLERTON
Financial Planning for Seniors

Television Show Host: The Fullerton Financial Hour Sundays at 9:30 am on CBS 5 TV KPHO

Radio Talk Show Host: The Fullerton Financial Hour Sundays at 12:00 PM on KTAR 92.3 and at 1:00 PM on KFYI 550

Author: Living a Happy, Healthy, and Inspired Retirement: Your Definitive Financial Guide

President and Founder: Fullerton Financial Planning

Listed as one of the Top 100 businesswomen in Arizona each year since 2007, Arizona Republic: S.W.O.N.

Phoenix resident of 37 years with her husband Steve Fullerton

Seats are limited, sign up today!

About You

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Guests

Or call (800) 803-5723 and give code 398324 to make a reservation