FINANCIAL PLANNING CLASS

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.

Save your spot right now!

Location

Via Linda Senior Center

10440 E Via Linda

Scottsdale, AZ 85258

Date and time

Wednesday, March 18th

or

Tuesday, March 24th

at

6:30pm

Register

TOPICS

Rising Inflation

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

Stock Market Volatility

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

IRA Withdrawals 

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

Retirement Income 

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

Stray Retirement Accounts 

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

Proactive Planning 

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

Annuity Owners or Those Considering An Annuity 

Discover the benefits and limitations of annuities.

FINANCIAL PLANNING CLASS

SAVE YOUR SPOT!

Copyright © 2026 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.