Dinner Seminars

 

Upcoming Dinner Seminars

We invite all clients and visitors to attend our events.

At David Braun Financial & Insurance Services, Inc., we hold informational seminars and insurance sales presentations 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.

To register:
Call the main office number, (909) 579-6470, during normal business hours (8:30 a.m. – 5 p.m.) or email us at info@dbfis.com.

 

Retirement Outlook for 2018.

Are You Financially Prepared for the Challenges Ahead, Regardless of the Market Conditions?

Some Topics of Discussion:

  • Have you previously lost money in market downturns and have concerns about history repeating itself?
  • Can you prevent outliving your money? Learn strategies to create a lifetime income stream that doesn't diminish.
  • Are you concerned about INFLATION and LONG-TERM CARE and TAXES?
  • Do you need help creating a realistic RETIREMENT PLAN that is written down and takes into account inflation, long-term care and taxes?

January


Tuesday, January 23rd and Wednesday January 24th
At Walter's Restaurant in Claremont at 6:30 p.m.
310 Yale Ave, Claremont, CA 91711
Click here for directions.

 

February


Tuesday, February 6th and Thursday, February 8th
At Pizzaioli in Chino at 6:30 p.m.
Chino Spectrum Marketplace, 3920 Grand Ave., Chino, CA 91710
Click here for directions.

 

Tuesday, February 20th and Thursday, February 22nd
At Coco Palm in Pomona at 6:30 p.m.
1600 Fairplex Dr., Pomona, CA 91768
Click here for directions.

March


Tuesday, March 6th and Thursday, March 8th
At New York Grill in Ontario at 6:30 p.m.
950 Ontario Mills Rd, Ontario, CA 91764
Click here for directions.

Tuesday, March 20th and Thursday, March 22nd
At Silverlakes in Norco at 6:30 p.m.
5555 Hamner Avenue, Norco, CA 92860
Click here for directions.

April


Tuesday, April 3rd and Thursday, April 5th 
At Lucabella at The Walker House in San Dimas at 6:30 p.m.
121 N San Dimas Ave, San Dimas CA 91741
Click here for directions.

May


Tuesday, May 8th and Thursday, May 10th 
At Coco Palm Restaurant in Pomona at 6:30 p.m.
1600 Fairplex Dr., Pomona, CA 91768
Click here for directions.

To register:
Call the main office number, (909) 579-6470, during normal business hours (8:30 a.m. – 5 p.m.) or email us at info@dbfis.com.

Register for an event

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