MONEY MATTERS
A WEBINAR SERIES BY SLD FINANCIAL
EVERY THURSDAY EVENING VIA ZOOM
TO MAKE AN APPOINTMENT WITH ONE OF OUR SPECIALIST
DO SOMETHING TODAY THAT YOU FUTURE YOU WILL THANK YOU
SUBJECT MATTERS
BUILDING WEALTH
How would you like your money to grow? Wealth building on wealth.
BUSINESS INTERESTS & CONCERNS
Rather it be for Executive Plans, reviews on your 401K Plans, Tax Planning and Exiting, there are many areas to discuss.
PRESERVING WEALTH & TAX PLANNING
There are two factors that affect your money the most, the way is grows and the way is it taxed. Be informed to make the right choices.
LIVING BENEFITS
As the average life expectancy increases there are more and more concerns about sicknesses and long term care.
FOR THE CHILDREN
Exclusive to SLD is the Children's Financial Blueprint Plan. Setting the financial pathway for our next generations.
ESTATE PLANNING
WILLS & TRUST
Retirement does not have to be a gamble and just a hope. Getting the right advice on how to establish and protect your estate is essential.
taking notice
contact us
(888) 510 - 0622
moneymatters@sldfinancial.com
TO RECEIVE OUR NEWSLETTER & WEBINAR SCHEDULE
We are here to help you out and answer any questions.
SLD FINANCIAL
HEADQUARTERS
100 Spectrum Center Drive
Irvine, CA 92618
Hours
Monday – Friday: 9am – 5pm
Saturday: By appointment
Sunday: Closed