facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Year End Financial Planning Opportunities: Simple Moves to Finish This Year Well and Start the Next Year Strong

Date: December 8, 2021

Time: 5:30 - 7:30 pm

Location: SpringHill Suites, 900 El Camino Real, Atascadero, CA 93422

Description: An educational seminar on timely tax and financial planning opportunities before year-end.  These can help you save money and better prepare for your ideal future.  There will be no product sales.  Dinner (grilled chicken or Portobella mushroom) will be provided.  The cost is free, but registration is required.  You may bring guests, but each person must be registered.  If you need to cancel after you have signed up, please let us know as soon as possible so we can adjust our food order.

Signup here

If you experience difficulty registering, please email jake@rothmaninvest.com with your info and dinner choice, or use the Contact Us feature on the website to give us your information.  Thank you for your understanding.