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949.859.8900
We are a family run business and like to think we treat our clients as part of our family.
Retirement Income Planning
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Asset Management
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Tax-Efficient Strategies
Need help with tax strategies for your retirement plan? Learn More
Legacy Planning
Are your legal documents up to date for your legacy trust? Learn More
DETAILS:
Our seminars do start on time so please arrive 5-10 minutes early to check in. Doors will close at 5:15p.m. Casual business attire is recommended.
RESERVATIONS ARE REQUIRED - SEATING IS LIMITED
Because space is limited, this seminar is designed for those 55 or older who have investable assets of $250,000 or more. We ask that you be considerate and not bring children or other family members under that age. We respectfully request that Financial Professionals including Advisors and Brokers DO NOT attend. We reserve the right to withdraw this invitation at any time to those who do not meet these guidelines.
LOCATION:
Ruth's Chris Steak House (Private Dining Room)
2961 Michelson Drive, Building 10 - Suite A, Irvine, CA 92612
SCHEDULE A FREE CONSULTATION
949.859.8900
Dan Ohlwiler CA Insurance License #0601944
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Insurance products are offered through the insurance business Sterling Financial Advisors & Insurance Services, LLC. Sterling Investment Advisors, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Sterling Financial Advisors & Insurance Services, LLC are not subject to investment Advisor requirements. AEWM and Sterling Financial Advisors & Insurance Services, LLC are not affiliated companies.
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Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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