Tax Advantage Strategies & Longevity Readiness Seminar
About this Event
Tax Advantage Strategies & Longevity Readiness Seminar
A Longer Life. A Stronger Plan.
Are you financially prepared to live a longer, healthier, and more fulfilling life?
Join us for a complimentary dinner and educational seminar where we'll explore strategies designed to help you protect your retirement savings, reduce financial uncertainty, and prepare for the years ahead.
What You'll Discover
✅ Create Retirement Income — Explore strategies for generating income you cannot outlive.
✅ Protect Your Hard-Earned Savings — Learn how to address market volatility and unexpected financial challenges.
✅ Prepare for Future Care Needs — Understand how long-term care expenses could affect your retirement and legacy.
✅ Reduce Taxes Strategically — Discover tax-efficient approaches that may help you keep more of your retirement income.
✅ Plan for Longevity — Learn how financial preparedness and healthy lifestyle choices can work together to support your future.
✅ Leave a Lasting Legacy — Explore ways to protect the people and causes that matter most.
Event Details
Saturday, November 21, 2026
6:00 PM – 8:00 PM (Check-in begins at 5:45 PM)
Chez Christina by Casa Tala
1339 Jacklin Road, Milpitas, CA 95035
Complimentary Dinner | Free Parking | Limited to 30 Guests
Reserve Your Seat Today!
Space is limited, and advance registration is required.
This is an educational event. No purchase is necessary. Financial and insurance strategies depend on individual circumstances, and results are not guaranteed.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
