Join   |   Renew   |   Volunteer   |   Print Page   |   Contact Us   |   Sign In
Inland Empire Breakfast Meeting
Register Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 5/9/2019
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
310-259-2235


Online registration is available until: 5/8/2019
« Go to Upcoming Event List  

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!

Membership Software Powered by YourMembership  ::  Legal