Client Appreciation Dinner-You and a guest are invited to this dinner event!

DUBLIN, Calif. - Jan. 31, 2019 - PRLog -- @ 6:00 pm

McNamara's Steak & Chop House

7400 San Ramon Road

Dublin, CA 94568

Complimentary Lunch will be served.

(Choice of New York Strip, Oven Roasted Chicken or Atlantic Salmon entrée)

Join us for a scrumptious dinner and Estate Planning overview.

We will briefly address the following:
Why you need an estate plan.

Strategies to help you plan for incapacity, including special health care directives.

Wills, trusts, and life insurance.

Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.

This dinner get together is for our clients and their guests!

We encourage you to invite a friend! Call 800-900-5867 to confirm seats for you and your guests!

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation and The Retirement Group, LLC are unaffiliated companies. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121

http://www.theretirementgroup.com/