These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered.
Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.
Advisory services offered through Solera Asset Managers, a state Registered Investment Advisory firm. Insurance services are provided through Solera Insurance Agency, CA Lic. #0M62236. Solera Asset Managers & Solera Insurance Agency do not provide tax or legal advice.
This course is independent of the Blue Anchor Annex. and does not necessarily reflect views of the Blue Anchor Annex. Holding the course on the Blue Anchor Annex. property should not be considered an endorsement by Blue Anchor Annex.