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
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.
this seminar, you will learn:
• 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
• 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.
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.
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 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