Securing a Happy, Worry-Free Retirement
Sat, Sep 20
|Los Angeles
Join us for a special Client Appreciation Workshop, open to all, where retirement experts will share the four-step PLAN for creating a happy, worry-free retirement. Discover how to protect your savings, secure guaranteed income, and build a confident five-year roadmap to your future.
Time & Location
Sep 20, 2025, 11:00 AM – 1:00 PM
Los Angeles, 15165 Ventura Blvd #450, Sherman Oaks, CA 91403, USA
About the Event
Planning for retirement can feel overwhelming—but it doesn’t have to be. This special Client Appreciation Workshop (open to all) is designed to give you clarity, confidence, and the tools to create the retirement you’ve always envisioned.
Over lunch, you’ll learn directly from retirement experts who will share proven strategies to help you prepare for a secure future. Together, we’ll explore how to PLAN (P-L-A-N)—four essential elements to building a strong financial foundation for retirement.
During this workshop, you’ll discover how to:
Think outside the box when it comes to retirement planning
Protect your savings and minimize risks
Increase and secure your guaranteed income in retirement
Build a personalized roadmap for the five years leading up to retirement
Whether you’re approaching retirement or simply want to get a head start, this event will equip you with practical strategies you can put into action right away.
Date/Time: Saturday, 9/20 11am-10pm
Location: 15165 Ventura Blvd. Suite 450, Sherman Oaks, CA
Lunch provided
Seats are limited—reserve your spot today (and bring a guest who would benefit from this valuable conversation)!