Educational Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Capital Income Advisors Events

At Capital Income Advisors, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and using specific company retirement options to determine retirement goals. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment options to custom suit their needs and objectives.

How Do You Turn a Lifetime of Savings Into a Retirement Income Plan and a Tax-Efficient Legacy for Your Loved Ones?

Important topics we'll discuss:

  • Strategies on how to use your retirement assets
  • Ideas on how to establish different types of accounts to help control your tax bracket
  • Why it is important to have a tax planner and not just a tax preparer
  • Strategies to maximize your Required Minimum Distributions (RMDs)
  • Estate law changes and why you still need to plan
  • Why IRA accounts could be the worst possible asset to die with
  • The state, tax, and health risks associates with being a surviving spouse

Our Calendar of Events

November 17th
Client (and  guest) Education Event
Anaheim, CA

Call for Details

December 9th
Client Appreciation Event
Fullerton/Brea, CA

Call for Details


 

Register for a Seminar!

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.



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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities America companies are unaffiliated. .CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Lloyd Silvers #0E68475

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