Join us for a Dining Event
at Baily's Old Town

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Baily’s Old Town
North Dining Room
28699 Old Town Front Street
Temecula, CA 92590

October 22 or October 30 at 6:30 p.m.

Your RSVP is requested.
This could be the most important invitation that you’ll receive this year

TRUMP TAX & RETIREMENT

This Could Be The Most Important Invitation That You’ll Receive This Year
Are you retired or nearing retirement? Have you previously lost money
in market downturns? Are you concerned about history repeating itself?
Learn what you need to know to help you prepare for the future at this
complimentary dinner event. Your host for this event will be Zachary W.
Herzog, Managing Member, Wolfgang Capital.

 

In this uncertain financial climate, it is important to stay informed. At
this seminar, you will learn:

 

• How 401(k) and IRA Assets Can Be Passed on to Future
Generations.
• How to Potentially Maximize Social Security Benefits for You and Your
Spouse, and Potentially Reduce/Taxes on Benefits You Already
Receive.
• “Stress Test” your current portfolio, to determine the risk of your
current investments.
• Discuss tax efficient retirement planning - where you will learn
how to position your assets utilizing tax planning strategies.
• Will You Have Enough Retirement Income?
• How to Help Protect Your Assets from Market Downturns.

register now!

fill out the form to sign up for a dining event at baily's old town

Please confirm your reservation today by calling: 888-297-6819
Mailer code: 1310-013

Please confirm your reservation today by calling 888-297-6819 and mentioning mailer code 1310-013 or filling out the form above.

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28765 Single Oak Drive, Suite 150
Temecula, CA 92590

951.200.5084 | info@wolfgangc.com

Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency LLC(CA LIC#0K07551). Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency LLC are affiliated companies. Neither Wolfgang Financial and Insurance Agency LLC or Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC, Wolfgang Financial and Insurance Agency LLC and Zachary Herzog are not affiliated with or endorsed by the Social Security Administration. This content is for informational purposes only and should not be used to make any financial decisions.

CA LIC # 0K07551