Financial Seminar for Seniors



Event Details


DON’T LET ANOTHER YEAR GO BY…

Financial Seminar for Seniors

Please join us at CBE for an afternoon of  information and discussion with

John Short III, Senior Vice President, Senior Managed Account Consultant  
and
Dan Short, Financial Advisor 

Sunday, December 1st 2-4pm
9 W. Bonita Drive, Simi Valley

Living Trusts
Long Term Care Insurance
Retirement Accounts
Stock Market Outlook
Low Interest Rates

Bring in your own questions and concerns

Light Refreshments will be served
Please RSVP ASAP
info@cbesimi.org or (805) 581-3723