~ Free By Invitation Only ~

Join us for a complimentary dinner presentation

"Navigating Your Assets Through the Election Cycle and Beyond"

with Greg Ramirez, Wealth Manager

and Host of "Advisors on Call" on 790 KABC

Thursday, October 17 at 6:30pm | Summit House Restaurant in Fullerton

RESERVE YOUR SEAT

Here's what you will learn

List of Services

Tax Hikes
Steps you can take now to protect your money from future tax increases

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Capital Gains
How to defer, reduce and eliminate taxes on appreciated assets (stocks, RSU’s, real estate, etc.)

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Inflation
Financial strategies you can implement now to offset continued inflation

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Long-Term Income
Strategies and planning to create income for life

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Healthcare Costs
How to protect your savings by planning for potential healthcare issues

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Market Volatility
What you can do to protect your nest egg when times are rocky in the markets

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Portfolio Diversification
Why it is essential to diversify your investments today

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Estate Planning
Minimize the risk of your estate landing in probate and your family being burdened with costs

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The information and dinner are absolutely free, and this is not a sales meeting, so you are under no obligation. This is an opportunity to learn about ways you can protect, preserve and even grow your wealth during challenging times as you enjoy a delicious meal. Enjoy a Thursday evening out!

About Your Host

As a veteran of the financial services industry with over 25 years of experience, Greg Ramirez is a registered investment adviser and fiduciary. He started his career as a bank investment advisor before moving on to manage a large and successful credit union investment program. After becoming an independent financial planner, Greg founded Advisors On Call, LLC, in 2013 with the objective of providing his clients with a full range of wealth planning and management services through a network of collaborative professionals.

In addition to his fiduciary duties as a wealth manager, Greg Ramirez can also be heard on his radio show, "Advisors on Call with Greg Ramirez" every Friday evening at 6pm and Saturday morning at 10am on 790am KABC.

About the Venue

Located in the beautiful City of Fullerton, Summit House Restaurant combines Southern California style with the comfort of an English country inn. Sumptuous dishes expertly prepared and served either indoors near the cozy fireplace or al fresco with stunning views of the city are what keep so many happy people returning to Summit House again and again. Learn more about Summit House.

"Navigating Your Assets Through the Election Cycle and Beyond" Complimentary Dinner Seminar

Thursday, October 17 at 6:30pm

Summit House Restaurant in Fullerton