Assisting Hands Dana Point Fall 2024 Educational Series | Protecting Your Assets

Join Assisting Hands Dana Point for their fall 2024 educational series! Here you will learn from experts in their fields and receive guidance on how to live a healthy, wealthy, and safe life. These experts are sharing valuable knowledge and answering questions for peace of mind as you or your loved ones advance into their golden years.

While there is no fee to attend, seating is limited. Advanced registration is required. You can register here.

Assisting Hands Dana Point encourages seniors, their family members, and those providing support to attend these sessions.

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On November 12, join David W. Souter (Wealth Management Strategies) as he discusses mastering your financial future. He will also review financial empowerment for your golden years. David will discuss:

• Tax-efficient strategies to maximize your retirement;
• Risk mitigation options to enhance asset growth;
• Essential estate planning tips and techniques;
• Wealth and legacy protection insights.