Our Calendar
We Provide Public Seminars on Investing, Retirement Planning, Tax Planning, and Topics of General Interest.
Join us for our Special SMART MONEY Seminars on various Investing and Retirement Planning Topics. Whether you want to discover techniques to help lower investment risks and improve potential returns or if you want to learn the facts on how to rollover your previous employer's 401(k) or other retirement plan into an IRA without paying taxes, you should attend our informative seminars.
Or if seminars aren't your cup of tea, join us for our Monthly Financial Bingo Games; Tom Wood developed Financial Bingo as a fun way for his existing clients and those seeking a financial advisor to get to know Tom and our firm, The Advice Center better. Join us for Financial Bingo to Win prizes and enjoy good food. You'll have a fun evening playing a game like bingo only with investment & financial topics and you'll get to know a financial advisor that cares about his clients. Financial Bingo is easy, no investment knowledge is required! Anyone over 21 with an interest in investments or money can play for a chance to win prizes and get acquainted! Sign up and win great prizes. Scroll below our Seminar List to view upcoming Financial Bingo events! *********************************************************
FINANCIAL BINGO 2011 December 7th BINGO EVENT in REDDING, CA
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Time & Date: Wednesday December 7th at 7:00 PM Location: Tortilla Flats Restaurant 2800 Park Marina Dr Redding, CA ************************************************ If you like Mexican Food, you can't beat an evening of Financial Bingo and the good food at Tortilla Flats. For great Mexican food, the fun of The Advice Center's Financial Bingo, answers to your financial questions and to get to know the financial services firm that satisfies the financial and investment needs of hundreds throughout California, Arizona, Oregon, and elsewhere, Join us for Financial Bingo. Bring your friends or family for a great night! Whether your seeking a financial advisor or not, join us for Financial Bingo and get to know an advisor that cares about his clients--while having a fun night!
Call 244-7526--that's (530) BIG-PLAN for Reservations ** The Advice Center is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor. **************************************************************** (Locations Vary Each Month) Call (530) 244-7526 -THAT's 244-PLAN for Information ***************************************************************
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PUBLIC INVESTMENT, INSURANCE, & RETIREMENT SEMINARS
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Seminar # 1: "Planning for Long-Term Care" Discussion on Long Term Care Insurance and How to Plan for the Potential High Costs of Long Term Care during Retirement. Learn about Long-Term Care Insurance as well as alternatives for protecting your retirement savings. You worked hard all your life to save the assets you need for retirement and to possibly leave a legacy to your loved ones, don't let the high costs of Long Term Care use up your retirement assets and deprive you or your loved ones the future you envisioned! Join us at either of our upcoming "Long Term Care" seminars to see how:
- Medicare Will Not Pay for LTC!
- To Avoid Depleting Your Assets!
- Nuts and Bolts about LTC Insurance!
- To Leverage Your Assets Available for Long Term Care!
- Save Taxes by Effective Planning!
*************************** Redding, California *********************** ******************************************************************* Date: Wednesday November 16th at 6:30 PM Times: 6:30 PM Place: The Advice Center 1828 South Street • Redding, CA
Cost: Free with Advance Reservations
Call 244-7526 for a Reservation or E-Mail us to be put on our list.
Tom Wood is a licensed insurance agent in California, Lic # 0B85106 and Arizona 79630. Insurance products will be discussed along with general financial topics surrounding long term care at both Long Term Care Seminars..
Seminar # 2 "Retirement Plans for Businesses" How to Help Reduce Your Tax Liabilities.
Learn how you can help reduce taxes and prepare for your future retirement. Learn about tax credits, tax deductions and investment considerations such as mutual funds when choosing which retirement plan is right for your business! Topics include: * How Much Can I deduct? * Why Start a Retirement Plan? * How much will it Cost? * Which Plan is Best for me? * How can I reduce my tax bill? * What employees are included?
Time: TBA
Place: 1828 South Street Redding, CA
Sign-up by calling (530)244-7526 or Fax (530)244-3640
Seminar # 3 "IRA Rollovers"
Learn the advantages or disadvantages of moving your retirement plan from a former employer's retirement plan. What are the risks of leaving your money in your employer's plan? How can you gain more control over your investments? Discuss how to consolidate all your IRAs and your 401(k)s tax-free into one easy to manage account. This presentation will include a discussion of products such as mutual funds.
Time: TBA - No Seminars Scheduled at this Time
Place: 1828 South Street
Cost: Free for all IRA or Retirement Plan Owners
Call 244-7526 for a Reservation or E-Mail us to be put on our list.
For more information on variable annuities or mutual funds, or to request a prospectus for a specific product, please contact me at (530) 244-7526. The prospectus contains specific information about the investment objectives, specific risks, and charges and expenses associated with a mutual fund and a variable annuity contract and underlying funds. Investors should read the prospectus carefully and consider the costs and investment objectives before investing.
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CONTINUING EDUCATION SEMINARS for ATTORNEYS & CPAs
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Earn 1 hour of APPROVED MCLE credit by attending our seminars:
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Seminar # 1 "Retirement Plans For Attorneys & Professionals:
Taxation, Participation, and Contribution Limits
of Business Retirement Plans"
Compares various retirement plan funding requirements and tax
and legal limits.
Time: Date to be announced at later date
Place: 1828 South Street Redding, CA
Sign-up by calling (530)244-7526 or Fax (530)244-3640
**** Continental Breakfast Served **
**** Free with Advance Registration, $15 if Registered at the door ***
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