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.
*********************************************************
FINANCIAL BINGO 2010
July's FINANCIAL BINGO EVENT Features
A Professional Panel to Answer Your Questions
*********************************************************
Time & Date: Thursday July 29th at 7:00 PM
Location: Marie Callender's Restaurant 1987 Hilltop Drive.
************************************************
Everybody loves the food at Marie Callender's. If you are looking for an investment advisor and want to get to know us  better while having a fun evening. Join Us July 29th at Marie Callender's Restaurant! Bring your questions for our first QUESTION & ANSWER NIGHT! Bring your friends seeking financial advice as well!
Our Guest Professionals for July are: Russell Tollefson, CPA and Attorney James Kramer along with Certified Financial Planner, Tom Wood will be answering your questions on Estate Planning, Wills, Trusts, New Tax Rules, Investment concerns or anything else on your mind about your economic future after Dinner and Our Great Financial Bingo Games!!
Russel Tollefson, CPA has a Masters Degree from University of Texas and
has practiced accounting in Redding for over 20 years.
Attorney James Kramer drafts wills, trusts, and other legal documents  to help
his clients with their estate planning needs. James will answer your questions in
this dynamic area of law.
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. James Kramer and Russ Tollefson are also not affiliated with Royal Alliance Associates Inc.
****************************************************************
AUGUST FINANCIAL BINGO EVENT -
Date: Thursday August 19th at 7:00 PM
Location: Tortilla Flats Restaurant 2800 Park Marina Drive
Professional Guests To Be Announced
**************************************************************************
If you like Mexican Food, you can't beat an evening of Financial Bingo and the good food at Tortilla Flats. Add one of Tortilla Flat's famous Margaritas and the fun of The Advice Center's Financial Bingo, answers to your financial questions and you'll get to know the financial services firm that satisfies the financial and investment needs of hundreds throughout California, Arizona, Oregon, and elsewhere.
(Locations Vary Each Month) Call (530) 244-7526 -THAT's 244-PLAN for Information
***************************************************************
ANNUAL CHRISTMAS DINNER PARTY
**************************************************************
For Our Valued Clients and Special Guests, we host our Annual Christmas Dinner Party. Join us for an evening of fun, music, prizes, and Financial Bingo as our way to say THANKS to all our clients for allowing our firm to help you with your financial service needs.
Date: To Be Announced
Time: 6:30 PM Social Hour with Dinner Following
Place: To Be Announced
Reservations Required by Calling 244-7526
*********************************************************
PUBLIC INVESTMENT & RETIREMENT SEMINARS
*********************************************************
Seminar # 1 "Planning for Retirement" Discussion on Variable Annuities
Learn about the advantages and disadvantages of variable annuities. Learn how tax deferral may benefit you or how you can provide a guaranteed income during your retirement years. Tom Wood will be there answer your questions regarding variable annuities.
Times: To Be Announced
Place: 1828 South Street
Cost: Free with Advance Reservations
Call 244-7526 for a Reservation or E-Mail us to be put on our list.
Annuities are long-term investments designed for retirement purposes. Withdrawals of taxable amounts are subject to ordinary income tax and if taken prior to age 59½, a 10% federal tax penalty may apply. Additionally, if purchased within a qualified plan, an annuity will provide no further tax deferral features. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. The contract, when redeemed, may be worth more or less than the original investment.
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 in July
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.
*********************************************************
CONTINUING EDUCATION SEMINARS for ATTORNEYS & CPAs
**************************************************************
Earn 1 hour of APPROVED MCLE credit by attending our seminars:
**************************************************************
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 ***
|
