Meet Wealth Strategies at the Senior Health & Resource Fair
About this Event
Planning for Retirement Doesn't Have to Be Complicated
Join Wealth Strategies at the Senior Health & Resource Fair and stop by our booth to learn more about the financial topics that matter most in retirement.
Whether you're already retired, preparing to retire, or helping a loved one navigate important financial decisions, our team will be available to answer questions and provide educational resources.
Topics We Commonly Discuss:
• Retirement income planning
• Social Security timing strategies
• Investment management
• Tax-efficient retirement withdrawals
• Required Minimum Distributions (RMDs)
• Estate and legacy planning considerations
• Long-term care planning
• Market volatility and portfolio management
Visit Our Booth To Receive:
✓ Complimentary retirement planning resources
✓ Educational handouts and guides
✓ Opportunity to schedule a no-obligation consultation
✓ Answers to your retirement and investment questions
We look forward to meeting you and helping you gain confidence in your financial future.
(916) 863-1266
www.WealthStrategiesRetirement.com
7509 Madison Avenue, Suite 107
Citrus Heights, CA 95610
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Hunter Wm. Bailey, CA Insurance License #0589198.
Where is it happening?
Event Location & Nearby Stays:
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