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


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


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
• How to Potentially Maximize Social Security Benefits for You and Your
Spouse, and Potentially Reduce/Taxes on Benefits You Already
• “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.


28765 Single Oak Drive, Suite 150
Temecula, CA 92590

951.200.5084 |

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

The opinions expressed in materials available on this site, but not originally written by Wolfgang Capital do not necessarily reflect those of Wolfgang Capital and are subject to change without notice.

Fee-based financial planning and investment advisory services are offered by Wolfgang Capital, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Wolfgang Capital and Wolfgang Financial and Insurance Agency are affiliated companies. Neither Wolfgang Financial and Insurance Agency or Wolfgang Capital provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital, Wolfgang Financial and Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any government agency.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of  Wolfgang Capital, Wolfgang Financial and Insurance Agency or any of its employees are stated or implied. Appearances in Kiplinger, 1290 Newstalk and AM 1350 Fox Sports were obtained through a PR firm or are a paid placement.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for Client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Wolfgang Financial and Insurance Agency or Wolfgang Capital and we are not sponsored or endorsed by Dave Ramsey or the Dave Ramsey SmartVestor program.

SmartVestor™ is an advertising service for financial professionals. Advertising fees are not connected to any services offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey, the SmartVestor program, nor Ramsey Solutions are affiliated with Wolfgang Capital or Wolfgang Financial and Insurance Agency.