LGBT Retirement & Estate Planning Boot Camp- No Charge to Learn! -Sat May 4 -Presidio Golf Club- Jordon, Miller & Assoc.

LGBT Retirement

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_Redman

Daniel R. Redman, J.D.
What every LGBT person should know regarding Medicare, Medi-Cal, Social Security

  Abraham-Martinez Abraham Martinez, CFP®, MBA
Fundamental strategies all investors should consider for a confident retirement.

CA Insurance #0E72791
Deb-Kinney

Deb Kinney, J.D.
Estate Planning for LGBT individuals and couples and what’s next for the Obama administration, DOMA, and the recognition of same sex relationships

  Brandon-Miller Brandon J Miller, CFP®, CLU®
Protecting your assets with Long Term Care or alternative strategies
CA Insurance #0C88907
Daniel_Platt

Daniel Platt, MSFA

2013 Investment opportunities and strategies; and the principles of behavioral finance
CA Insurance #0G02375

  Joanne-Jordan Joanne Jordan,
CFP®, CLU®

2013 Investment opportunities and strategies; and the principles of behavioral finance
CA Insurance #0G02375

Jordan Miller & Associates

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.



Tags:
This entry was posted on Saturday, April 20th, 2013 at 1:07 PM and is filed under Educational. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

Leave a Reply

Your comment