You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Save your spot right now!
Location
Seasons 52
3333 Bristol Street., Suite #2802
Costa Mesa, CA 92626
Date and time
Tuesday, March 3rd
at
6:00pm
TOPICS
Rising Inflation
Learn how it's shaping current investment strategies and what you should expect in the future.
Stock Market Volatility
Would a market correction create additional challenges on meeting your planned retirement date.
IRA Withdrawals
How withdrawals from IRA's could cause you to lose up to one-third of your Social Security.
Retirement Income
Will you have enough? Learn strategies to help generate guaranteed income for life.
Stray Retirement Accounts
Left your job but did nothing with your account (401k, 403b,TSP, etc).
Proactive Planning
The most important steps to take NOW before the next bear market hits.
Annuity Owners or Those Considering An Annuity
Discover the benefits and limitations of annuities.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Foundation Asset Management, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Foundation Asset Management, LLC.
Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
