Calendar

2016 Calendar of Events

RSVP to Angeli Forster: (858)654-1024, or a.forster@natplan.com

Contact Us Form

Invite your family and friends

 

Have dinner on us at our Retirement Planning Strategy Workshop!

 

 

How to Invest Your IRA &

401k Retirement Plans

Utility Industry Update

 

 

Wednesday September 21 st

6pm @ Gordon Biersch

5010 Mission Center Rd. San Diego, CA

Guest Speaker: Andrew Reilly

Principal Financial

 

Invite your family and friends…

 

 

 

We will be discussing questions and concerns you may have on various investment topics

Please RSVP to Angeli Forster

(858) 654-1024 or a.forster@natplan.com  or www.adventfinancialservices.com

 

Retirement Planning &

Social Security Strategies Update

 

Utility Industry Update

How to Invest Your IRA &

401k Retirement Plans

_______________

 

Thursday June 2

11:45am @The Butcher Shop

 5255 Kearny Villa Rd, San Diego, CA

Guest Speaker: John Wadsworth

MFS Utilities

________________________

 

September 21st

6pm @ Gordon Biersch

5010 Mission Center Rd, San Diego, CA

Guest Speaker: Andrew Reilly

Principal Financial

 

Social Security Strategies Update

By Yolanda York

Director of Social Security Public

Q&A Retirement Planning & Income Strategies

 

Thursday May 26

5 pm @ Yanni's Bar & Grill

12015 Scripps Highlands Dr., San Diego, CA

Hosted by: Luke Nordrehaug of Assetmark, Inc.

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Friday June 3

12 pm @ Lawrence Family Jewish Community Center
4126 Executive Drive, La Jolla, California 92037

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Friday June 17

12 pm @ Serra Mesa Library

9005 Aero Dr., San Diego, CA 92123

 

 

We will be discussing questions and concerns you may have on various investment topics.

RSVP ANGELI OR JOE 858-654-1024

 

 

2016 Past Events:

Tuesday April 5th

Guest Speaker Jeff Losito

Fidelity Investments

94th Aero Squadron Restaurant @ 12:00 PM

8885 Balboa Ave, San Diego

 

WHEN WAS THE LAST TIME YOU HAD A FISCAL CHECK-UP?

 

 

 

Tuesday March 29th

Guest Speaker Bill McGowan

Assetmark, Inc

94th Aero Squadron Restaurant @ 11:45 AM

8885 Balboa Ave, San Diego

Monday March 7th

Guest Speaker Bill McGowan

Assetmark, Inc

Thursday March 3rd  

Guest Speaker Jay Snow

American Funds

 

2015 Events

Special Luncheon

Industrial & Commercial Real Estate

 

Industrial Property Trust

 

"Financial Planning for an Uncertain Future"

Special Client Luncheon & Long Term Care Insurance Sales Presentation 

 

 

2015 Financial Market Update with Special Guest Speakers...

Due to the recent developments on Wall Street, we invite you to a financial roundtable where you will get answers to all the questions you may have about your investments and your retirement.


5 Places to Invest for Income Now

•          Income Investments for Your Retirement Account

•          Utility Stocks & Mutual Funds for Income & Growth

•          Searching the Globe for Higher Dividends


"Planning for an Uncertain Future" in Long Term Care 


Health Care Luncheon

Nationwide Healthcare

 

Social Security Income Strategies Social Security Administration


What You May Expect from the 2014 Financial Markets

Here are great opportunities to meet face to face with representatives from the largest mutual funds companies


"Planning for an Uncertain Future" in Long Term Care 

Griffin Capital Healthcare | Real Estate Investment Trust

 

American Realty Capital | Opportunities in Real Estate Investment Trusts 

 

Obamacare & How It Impacts | Your Health Care 2013 

 

Social Security Retirement | Income Strategies Luncheon 2013

 

Retirement Boot Camp 2013

 

What you may expect from the 2013 financial markets | Pulse of The Market

 

Opportunities in Real Estate Investment Trusts & What to Expect in the Global Markets 2013

 

Lunch & Limited Engagement Tour | The SDG&E Energy Innovation Center  

 

Understanding Social Security Benefit Strategies & Global Market Update