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August 23, 2017

Creating a Family Pension Plan with Jackson Elite Access.

august, 2017

23aug12:00 pm1:00 pmEvent OverCreating a Family Pension Plan with Jackson Elite Access.

Time

(Wednesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

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At South Coast we understand the importance of ensuring that our clients can both enjoy the fruits of their hard work during their retirement years and also leave a lasting legacy for their heirs after they’re gone. Jackson National has multiple platforms that allow investors the unique ability to grow a portion of their portfolio for the benefit of the generations to follow on a tax-deferred basis and also direct when and how the benefit of that legacy can be accessed. South Coast has invited David Walker, Regional Vice President, to join us for a lunch discussion on Wednesday, August 23rd to illustrate how investors can create a “family pension plan” to provide meaningful help supplementing retirement income for their heirs decades down the road.

Please RSVP to join us for lunch on Wednesday, August 23rd.

august, 2017

23aug12:00 pm1:00 pmEvent OverCreating a Family Pension Plan with Jackson Elite Access.

Time

(Wednesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

RSVP Now

  or  Register

RSVPing is closed at this time.

Can not make it to this event?Change my RSVP

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