Brea Workshop

Location:

Lighthouse Financial Services, Inc.

ADDRESS:

 3070 Saturn Street, Suite 101, Brea, CA 92821

 

Topics covered:

  • Investment choices and portfolio building

  • Advisory fees & commissions

  • Your portfolio risk tolerance

  • Tax ramifications for investment/retirement accounts

 

FORMS & DOCUMENTS:

This workshop requires you to bring a copy of your most recent documents listed below to receive your Ruth’s Chris Steak House Gift Card. You must bring:

  • A copy of your investment statement (Individual, Trust, IRA, SEP, Etc.)

  • A copy of last years tax return