You're Invited to an Exclusive Workshop

Name: You're Invited to an Exclusive Workshop

Date: August 5, 2026

Time: 6:30 PM - 8:30 PM PDT

Event Description:

You're INVITED to an Exclusive Workshop
Finding Financial Balance
Merging strategies of asset allocation with tax-diversity

Location:

New York Life
1250 Corona Pointe Court
Suite 202
Corona, CA 92879

Date/Time Information:

Wednesday, August 5, 2026
Time: 6:30 PM

Fees/Admission:

Please RSVP to reserve your spot!
951.665.4951

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