LGBT Retirement & Estate Planning Boot Camp- No Charge to Learn! -Sat May 4 -Presidio Golf Club- Jordon, Miller & Assoc.
Jordan, Miller & Associates Presents Retirement Boot Camp
8:30 a.m. – 12:30 p.m., Saturday, May 4, 2013
Presidio Golf Club, San Francisco, CA 94129
There is no cost to attend, but space is limited.
RSVP to timo.scheid@ampf.com or call 415-623-2450.
View details online at www.jordanmilleradvisors.com
SPEAKERS AND TOPICS
Daniel R. Redman, J.D. |
Abraham Martinez, CFP®, MBA Fundamental strategies all investors should consider for a confident retirement. CA Insurance #0E72791 |
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Deb Kinney, J.D. |
Brandon J Miller, CFP®, CLU® Protecting your assets with Long Term Care or alternative strategies CA Insurance #0C88907 |
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Daniel Platt, MSFA |
Joanne Jordan, CFP®, CLU® 2013 Investment opportunities and strategies; and the principles of behavioral finance CA Insurance #0G02375 |
This is an informational event. No cost or obligation. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. © 2013 Ameriprise Financial, Inc. All rights reserved.
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