How the New Administration May Affect Your Investments, Your Estate, and Tax Bill


Don't miss this extraordinary opportunity to learn about

  • Investing: how might Trump’s initiatives impact the market and your portfolio in 2017? What changes should you consider?

  • Tax preparation: how you can save money on your 2017 taxes, and get a fair return of your hard-earned money.

  • Estate Planning: how the correct estate plan is the most important decision you will make, and new regulations

  • You will have an opportunity to submit questions before the speakers' presentation.

This very prestigious panel of an experienced Certified Financial Planner® professional, Tax professional/CPA, and Estate Plan expert, will give you important information to help you make money and keep you from losing in 2017!

More information to follow in the days to come!

WHEN: MARCH 14, 2017

5:00PM - 8:30PM

5:00 p.m. – Networking

5:45 p.m. – Dinner

6:45 p.m. – Program

WHERE: THE CENTER CLUB

650 TOWN CENTER DR.,

COSTA MESA, CA 92626

All attendees will receive a ticket for Raffle Door Prizes!

We welcome everyone to our first Salon of 2017!

Special Pricing Ticket of $49.00 for Members & Guests

(extra $10 at the door without a reservation)

Reserve your seat now for this informative event

The evening starts at 5:00 with the reception and fabulous $5 glass of wine while you mingle.

Buffet Dinner featuring Farm to Table fare and decadent dessert items begins at 5:30. Program starts at 6:15.

Reservation required by noon on Friday, March 10th. Pay an extra $10 at the door without the reservation.

Download the Flyer