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Inland Empire Breakfast Meeting
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When: May 9, 2019
8:30 a.m.-Noon
Where: Hidden Valley Golf Club
10 Clubhouse Drive
Norco, California  92860
United States
Contact: Richard Coffin

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Inland Empire Breakfast Meeting

Thursday, May 9, 2019
8:30 a.m.-Noon

Hidden Valley Golf Club
10 Clubhouse Drive
Norco, Calif. 92860

Cost: $20

Tammy Rabe, CLTC, RMA
Retirement Market Insights Director with OneAmerica




“Growing Your Practice with Social Security”

Expect to Learn about:
• The basics of Social Security
• Special considerations within social security
• How financial professionals can help their clients understand social security

Marc Miller
Managing Partner with Team Financial Partners




“Retiree Income – Liquidity – Legacy”

Expect to learn about:
• The three functions your client’s money serve in retirement
• Economic rules of providing income, liquidity and legacy through retirement
• Concepts to help your clients accomplish their retirement objectives

Eric Neria
President and CEO of Waterstone Insurance Services, Inc.




“Modern Medicare”

Expect to learn about:
• The new generation of Medicare recipients and the Baby Boomers
• The future of serving the “aged” client
• What Medicare means to your business and its universal impact

Click here for our event flyer!

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