Dec 10
Arrowhead Grill
8280 W. Union Hills
Glendale, AZ
6:00 PM

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

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


These events are intended for people age 40 and older. Is everyone in your party age 40 and older?



Or call (800) 803-5723 and give code 399154 to make a reservation