Events

Become Money Smart~Prevent becoming a victim of scams

Learn about common types of fraud and scams and how to prevent elder financial exploitation. Most importantly, discover ways to keep your information safe and secure through advanced planning.

* Common Types of Elder Financial Exploitation

* Scams Targeting Veterans

* Identity Theft

* Medical Identity Theft

* Scams that Target Homeowners

* Planning for Unexpected Life Events

* How to Be Financially Prepared for Disasters

For questions about the seminar, please call Luz Johnson's office at 916.860.7035

Almond Heights Senior Living is sponsoring this event.

Almond Heights Senior Living is not affiliated with LPL Financial

 

When: Thursday, October 13, 2022 - 6:00 - 7:30 p.m.
Where: 8685 Greenback Lane
Orangevale, CA 95662
Host: Almond Heights Senior Living
 

Does a Solo 401k make sense?

Being self employed has many benefits— running your business on your own terms, or  taking a vacation when you want. But it can also have some challenges—if you don’t work, you don’t make money. Or you may not have someone else you can depend on if you are out of the office. 

 But one of the greater challenges is a financial one — saving for retirement. Many self employed business owners don’t realize they may be able to maximize their contribution into a Solo 401k plan. 

 Join us as Andy Wass from Nicholas Pension Consultants shares how to maximize your retirement plan with a Solo 401k and Defined Benefit Plan

Date/Time

 Tuesday, October 18th ~ 12:00 p.m. to 12:45 p.m.

 Via Zoom– A link will be sent promptly upon rsvp

RSVP at: 916.241.3046 or email luz.johnson@lpl.com

 

When: Tuesday, October 18, 2022 - 12:00- 12:45 p.m.
Where: Zoom link will be sent upon rsvp
Host: Luz Johnson, LPL Financial
Phone: 916.860.7035
 

Does a Solo 401k make sense?

Being self employed has many benefits— running your business on your own terms, or  taking a vacation when you want. But it can also have some challenges—if you don’t work, you don’t make money. Or you may not have someone else you can depend on if you are out of the office. 

 But one of the greater challenges is a financial one — saving for retirement. Many self employed business owners don’t realize they may be able to maximize their contribution into a Solo 401k plan. 

 Join us as Andy Wass from Nicholas Pension Consultants shares how to maximize your retirement plan with a Solo 401k and Defined Benefit Plan

Date/Time

Thursday, October 20th ~ 7:00 p.m. to 7:45 p.m.

 Via Zoom– A link will be sent promptly upon rsvp

RSVP at: 916.241.3046 or email luz.johnson@lpl.com

 

When: Thursday, October 20, 2022 - 7:00 - 7:45 p.m.
Where: Zoom link will be sent upon rsvp
Host: Luz Johnson, LPL Financial
Phone: 916.860.7035
 

2nd Annual Dignity Drive Kick Off Event

Join us at our 2nd Annual Dignity Drive Kick Off Event. Please bring your donations to our office and enjoy refreshments while you mix and mingle with others. O drop off your donations at one of these other locations.

When: Tuesday, November 1, 2022 - 2:00 ~ 4:00 p.m.
Where: 8856 Greenback Lane, Suite C
Orangevale, CA 95662
Host: Luz Johnson, LPL Financial & Cyndi Rose, Rose Senior Placement
Phone: 916.860.7035