Transform Your Tomorrow: Unlock the Full Potential of Your 401(k)!

NAVIGATE YOUR FINANCIAL FUTURE WITH GREATER CLARITY AND CONFIDENCE

Date: Wednesday, June 12th 9am-1pm
Location: 15401 Assembly Ln, Huntington Beach, CA 92649

Understanding Market Volatility

Join our group session on Understanding Market Volatility to navigate the ups and downs of the financial markets with confidence.

Time: 9:05am-9:45am

20 Minute One-on-One Consultations

Through this workshop we will work towards creating and delivering you a personalized financial plan. Incorporating current investments, future deferrals, Social Security benefits, Medicare, inflation, and taxation. Click below to book your time.

Disclosures:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and financial planning services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. Waypoint Financial Advisors is a separate entity from LPL Financial.

Ty Rogers | Key West, FL | 49 Bay Drive, Key West, FL 33040 | CA Insurance Lic. # 0F77158.

Jennifer D’ Amico | Key West, FL | 49 Bay Drive, Key West, FL 33040 | CA Insurance Lic. # 0F37907.

The content is developed from sources believed to be providing accurate information. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. Some of this material was developed and produced to provide information on a topic that may be of interest. This is not affiliated with the named representative, broker-dealer, state – or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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