Upcoming Events:
Please join us for a virtual seminar discussion where we will provide a comprehensive review on many wealth accumulation strategies
Date: Wednesday, November 20, 2024 | 4:00 p.m. - 5:30 p.m. (PST)
Wherever you are in life... whatever your objectives happen to be… a disciplined plan can help you prioritize and pursue your most important personal and financial goals.
We plan to discuss:
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Investment basics & how to construct an investment portfolio
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Varying types of investment accounts to use for your advantage
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Building your child’s education fund
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Understanding Life Insurance and whether you need it
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How to get started with retirement planning
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What is long-term care insurance?
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Estate Planning strategies to protect your family
Hosted byMoreno Dye Cervantes Wealth Management Group of Wells Fargo Advisors
SpeakersJose A. Moreno, CFP
®Managing Director- Investments
Oliver A. Cervantes, CFP
® CRPC
® RICP
®Managing Director- Investments
Register by contacting:Email Alex Moreno, Client AssociateEmail Stefanie Moreno, Client AssociateEmail Matt Gorham, Client Associate844.219.0260
3020 Old Ranch Pkwy., Ste #190
Seal Beach CA, 90740
adtrax: PM-04152026-7189224.1.1