Are you in the Retirement Safety Zone?
Wednesday, May 9, 2012 at 11:30 am to 1:00 pm
Alex and Jeri Vereschagin Alumni House
1022 Dave Brubeck Way, University of the Pacific, Stockton, CA 95204, USA
Please RSVP as seating is limited
(209) 946-2294 or email firstname.lastname@example.org
Pacific, in partnership with Breathe California of Sacramento, is proud to present an empowering planning workshop focused on helping you reach your retirement goals.
In this workshop you will learn:
• How to meet the challenges of planning for the next chapter of your life
• Legal updates that may affect you
• Strategies for maximizing income and protecting assets
Mike Bennett, Estate Planning Attorney, Generations
Mike is a specialist in estate planning, trust and probate
law as certified by the State Bar of California Board of Legal Specialization. He earned a business economics degree with accounting emphasis from University of Californa, Santa Barbara and a law degree with tax concentration from University of the Pacific, McGeorge School of Law.
Allan Henriques, President, SmartInvestor
Allan is a former attorney, a Registered Financial Consultant (RFC), as well as an Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA). He works with individual and institutional clients throughout the United States. For over 25 years, Allan has drawn on his legal and financial services experience to help clients meet their financial objectives while legally reducing potential tax liabilities and protecting their estate values. His professional mission is to assist his clients achieve financial security and live a financially balanced life. Allan is a graduate of McGeorge School of Law.
Thomas McHugh, Investment Advisor, SmartInvestor
Tom brings with him 25 years of experience in financial services and is passionate about helping clients develop solutions so they can keep the promises they have made to themselves and their loved ones. Tom primarily works with business owners to establish and maintain their qualified retirement plans. He will also assist business owners with their personal financial planning, estate planning and investment management needs. Tom’s focus at Smart Investor is to develop and manage client relationships, including retirement plan sponsors and participants
For more information about Breathe California of Sacramento, please visit the website www.sacbreathe.org
Breathe California of Sacramento – Emigrant Trails is dedicated to healthy air and preventing lung and other air-pollution related diseases by partnering with youth, advocating public policy, supporting air pollution research, and educating the public.
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