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.

Cooper's Hawk 

Winery & Restaurant

7361 E Frank Lloyd Wright Blvd

Scottsdale, AZ 85260

Tuesday, January 20th

or

Thursday, January 22nd

at

6:00pm

Learn how it's shaping current investment strategies and what you should expect in the future.

Would a market correction create additional challenges on meeting your planned retirement date.

How withdrawals from IRA's could cause you to lose up to one-third of your Social Security.

Will you have enough? Learn strategies to help generate guaranteed income for life. 

Left your job but did nothing with your account (401k, 403b,TSP, etc).

The most important steps to take NOW before the next bear market hits.

Discover the benefits and limitations of annuities.

Copyright © 2025 EP Financial Services - All Rights Reserved. Investment Advisory Services offered through EP Wealth Management, LLC, a Registered Investment Adviser firm. Past performance may not be indicative of future results. EP Wealth Management, LLC, its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions. No information or material presented in this Report is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.