Planning for Long Term Healthcare ExpensesInteresting Image
 
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Financial Designs Limited Invites You to Attend Our Community Insights Program 

Community Insights are family round tables offered to estate, financial, business, real estate, as well as, long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace. 

 

Community Insights will be held at the following locations

The Southern California Institute   
3636 Nobel Drive, Suite 450  
San Diego, CA 92122  
 

Enter Your Information Here to Attend: 

 
 
 

Please Check the session you will be attending:

  • Strategies to Dispose of Appreciated Real Estate; presented by Aubrey Morrow, Certified Financial Planner and Host of The Financial Advisors Radio Series on AM 600 KOGO
  • Caregiver Economics - How to Protect Yourself as Well as Your Loved Ones; Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.  
  • Strategies to Dispose of Appreciated Real Estate; presented by Aubrey Morrow, Certified Financial Planner and Host of The Financial Advisors Radio Series on AM 600 KOGO
  • Caregiver Economics - How to Protect Yourself as Well as Your Loved Ones;

    presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

 

This is for information purposes only and does not constitute an offer to buy/sell any investment product. Financial Designs, Ltd. (FDL) offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, and advisory services offered through Concorde Asset Management, LLC (CAM), and SEC registered investment adviser. FDL is independent of CIS and CAM, all of whom are unaffiliated with the companies listed herein, third-party sites, nor can they verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.