Mimi’s Bistro + Bakery
10909 E Foothill Blvd
Rancho Cucamonga, CA 91730
– Wednesday, December 7 at 6:00 p.m.
– Thursday, December 8 at 6:00 p.m.
Enjoy an entrée of your choice featuring Grilled Atlantic Salmon with Mashed Potatoes & Broccoli, Spinach & Quinoa Salad tossed in a Raspberry Vinaigrette, or Jambalaya Pasta with Shrimp, Chicken, and Andouille Sausage.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Mimi’s Bistro + Bakery. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Also learn how to:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These seminars are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Matthew J. Ponder is the President of Life Course Financial, Inc. and is a second generation financial professional and has been in the Financial Services industry for 10 years. He draws from his rich background from a family that has been in business for over 46 years. From this experience, wisdom, and resourcefulness you will appreciate his approach, values, straightforwardness, honesty, and direct communication.
He grew up in ministry while simultaneously being raised in entrepreneurship. He went from Veterinarian studies to, earning a BS Degree in Fashion Marketing and Management and after 3 years of interning at his family’s financial firm, decided that he wanted to make a career to helping other families experience true financial freedom.
Matthew, branched out from the family firm to continue to be a consumer advocate, on the often overlooked retirement income strategies, problems, and tax minimization strategies that other financial professionals may not practice or discuss.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.