Classes for the purpose of general education on retirement related topics will be conducted by Jewell Wealth Management Inc., a registered investment advisory firm headquartered in Irvine, CA. Various locations throughout Orange County, CA will be selected to hold classes. Times and dates and will be announced periodically during 2020.
“Our hope is that these classes will help better inform those who are at or near retirement to help in the process of making so many critical decisions, decisions that can affect not only the retiree but their family as well”, said Daniel Jewell, President of Jewell Wealth Management Inc.
Topics discussed will include Social Security, Medicare, helping to protect savings, income planning, long term care planning, general principals of tax efficiency in retirement and an overview of financial estate planning.
Classes are designed for both married couples and single individuals, ages 50 to 70, and are tuition free.
Jewell Wealth Management is an investment adviser firm properly registered or exempt from registration in states where it conducts business. Registration as an investment adviser does not imply a certain level of skill or training.
Company Name: Jewell Wealth Management Inc.
Contact Person: Daniel Jewell
Email: Send Email
Address:19800 MacArthur Blvd Suite 300
Country: United States