Protecting Wealth, Perserving Assets










Event Calendar

Carol Ward, CSA

There are six common mistakes that seniors frequently make related to taxes, investments, estate planning and long-term care.

Carol will confront these mistakes with the individuals and couples who attend her seminars and/or meet with them at her office to show how these mistakes can be avoided.









Please check back soon for upcoming dates and events.

 

PLEASE NOTE: For both events, seating is limited so you must register in advance.
Call Carol Ward at 209-472-3474 to confirm your reservation.

Investment Advisory services are offered through Alphastar Capital Management, LLC, a SEC Registered Investment Advisor. Alphastar Capital Management, LLC and Your Secure Retirement are independent entities.






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