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Location: Antelope Valley Country Club
Date: Thursday, June 22, 2023
Time: 6:15 PM PST
Address: 39800 Country Club Dr.; Palmdale, California 93515
Note: This event is most suited for individuals and couples who have saved at least $100,000+ for retirement
Seating is limited. A complimentary meal will be served.
Nothing will be sold and there is no charge to attend!
Join us for an Educational Workshop and Complimentary Dinner that will provide you with the tools you need to help disinherit the IRS from your retirement accounts. After this class, you’ll be able to make informed financial decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.
What we’ll cover:
And much more!
BONUS TOPICS:
Seating is limited. Sign up today to guarantee your seat(s)!
Note: This event is most suited for individuals and couples who have saved at least $100,000+ for retirement
Adrian B. Dares is a fully licensed California Life Agent. For more than 25 years, Adrian has been providing his clients with trusted and valuable financial solutions and income planning. He offers an extensive menu of services to help meet the needs of virtually any client at any stage of life, and his company, Financial Risk Management, provides a multitude of financial services and income planning strategies. Adrian is a dynamic and informative seminar speaker at regularly scheduled financial seminars throughout Southern California.
Adrian has extensive experience in the areas of retirement planning strategies, financial vehicles, life insurance, tax-free income strategies, and long-term care products. He is affiliated with a wide array of different carriers and AAA-rated financial institutions, allowing him the freedom to tailor individual strategies to each client’s specific needs and objectives. His detail-oriented approach has helped scores of valued clients enjoy the increased reassurance they desire, along with growth and income stability in retirement.
Adrian has been named to multiple insurance companies’ Top Producers lists throughout the country for his outstanding achievements. He is also a nationally-recognized speaker sitting on the Advisory Board of Personalized Brokerage Services (PBS), and IAMS, Inc. – one of the premier Field Marketing Organizations in the country.
Adrian is a proud father and resides in Antelope Valley with his wife and 2 of his children. He is an active member of the Antelope Valley chapter of the National Association of Insurance & Financial Advisors (NAIFA) as well as being a multi-year Court and Top of the Table member of the Million Dollar Round Table (MDRT). He serves as the Board Director for the local Chamber of Commerce and has been named as the Top Businessmen of the Year for Antelope Valley. In 2021, he was named #1 Advisor by both the Sammons Financial Group and the North American Company. He has also received several certificates of recognition and commendation from the California State Senate, US House of Representatives, and various law enforcement agencies for his work with the community and veteran advocacy.
Financial Risk Management is an A+ rated company with the Better Business Bureau and has earned an AAA rating from the Business Consumer Alliance.
Adrian is dedicated to providing the highest level of service to clients in the Antelope Valley, San Fernando Valley, and Valencia. He also has clients in 32 states.
CA State License Number: 0E02672
No, there is no cost to attend.
No, you will be provided with pen and paper to take notes.
No there will not be any discussion of any investments whatsoever.
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
The Presenter is not affiliated with the Social Security administration or any other government agency
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
Phone: (816) 702-5158
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.
