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 2017.

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?

November


Tuesday, November 7 and Thursday, November 9
At Lucabella at the Walker House in San Dimas at 6:30 p.m.
316 W. Rte. 66, Glendora, CA 91740
Click here for directions.


Tuesday, November 14 and Thursday, November 16
At Pizzaioli in Chino at 6:30 p.m.
Chino Spectrum Marketplace, 3920 Grand Ave., Chino, CA 91710
Click here for directions.

 

December


Thursday, December 7
At New York Grill in Ontario at 6:30 p.m.
950 Ontario Mills Rd., Ontario, CA 91764
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

Fill out my online form.