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.
Seasons 52
Fresh Grill
2502 E Camelback Road
Suite 140
Phoenix, AZ 85016
Wednesday, April 22nd
or
Tuesday, April 28th
at
6:00pm
Cooper’s Hawk
Winery & Restaurant
7361 E Frank Lloyd Wright Blvd, Scottsdale, AZ 85260
Tuesday, April 21st
Wednesday, April 29th
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.
