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.

Larsen's Steakhouse

24320 Town Center Dr.

Suite #130

Valencia, CA 91355

Tuesday, August 25th

or

Wednesday, August 26th

at

6:00pm

Salt Creek Grille

24415 Town Center Dr 

Suite #115

Valencia, CA 91355

Tuesday, September 8th

or

Wednesday, September 9th

at

6:00pm

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.

Ridgemont Wealth provides retirement income planning and financial coordination services. All financial decisions should be made in consultation with qualified tax, legal, and financial professionals. Past performance is not indicative of future results. Insurance and annuity products involve risk and may not be suitable for all individuals. Principal protection features refer to specific product characteristics and do not guarantee against all types of loss. Ridgemont Wealth does not provide tax or legal advice. Fiduciary obligation applies where legally required based on the nature of the engagement and applicable regulations.