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.

Ifasi Financial Group Seminars

At Ifasi Financial Group, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. 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. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  Ifasi Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that (Adviser’s firm name) and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.