Telephone: 805-969-2367 (CA)
239-649-7600 (FL)
Toll-Free: 800-950-8522

 

 

WE INVITE YOU TO JOIN US FOR OUR 2011 SEMINARS

 These informative and valuable seminars will focus on creating additional
Tax Free Wealth for you.  

Several of the innovative estate planning strategies to be discussed will be:

  • Estate tax cuts extended in 2011 and 2012 – Learn the details.

  • A unique way to maximize your IRA for your family while avoiding income tax.

  • How to contribute $200,000 to a plan that not only guarantees you a death benefit AND more than $350,000 of long-term and home health care coverage, but also refunds 100% of your premiums at any time!

  • an income strategy that will guarantee 5 - 7% income for your lifetime.

If you are between the ages of 70 and 85 you could save thousands of dollars by utilizing the techniques you will learn by attending one of these meetings. Please call 805-969-2367 for a schedule of seminars in Santa Barbara.