Dinner Seminars

 

Upcoming Dinner Seminars

We invite all clients, referrals 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?

August


Tuesday, August 22 and Thursday, August 24
At LucaBella at the Walker House in San Dimas at 6:00 p.m.
121 N San Dimas Avenue, San Dimas, CA 91773
Click here for directions.


Tuesday, August 29 and Wednesday, August 30
At Pizzaioli in Chino at 6:00 p.m.
Chino Spectrum Marketplace, 3920 Grand Ave., Chino, CA 91710
Click here for directions.

September


Tuesday, September 12 and Wednesday, September 13
At Walter's Restaurant in Claremont at 6:00 p.m.
310 Yale Ave., Claremont, CA 91711
Click here for directions.


Tuesday, September 26 and Thursday, September 28
At New York Grill in Ontario at 6:00 p.m.
950 Ontario Mills Rd., Ontario, CA 91764
Click here for directions.

October


Tuesday, October 3 and Thursday October 5
At Victoria Club in Riverside at 6:00 p.m.
2521 Arroyo Dr., Riverside, CA 92506
Click here for directions.


Tuesday, October 17 and Thursday, October 19
At Coco Palm Restaurant in Pomona at 6:00 p.m.
1600 Fairplex Dr, Pomona, CA 91768
Click here for directions.


Tuesday, October 24 and Thursday, October 26
At Rossa's Cucina in Ontario at 6:00 p.m.
425 N. Vineyard Avenue, Ontario, CA 91764
Click here for directions.

November


Tuesday, November 7 and Thursday, November 9
At Glendora Continental in Glendora at 6:00 p.m.
316 W. Rte. 66, Glendora, CA 91740
Click here for directions.


Tuesday, November 14 and Wednesday, November 16
At Pizzaioli in Chino at 6:00 p.m.
Chino Spectrum Marketplace, 3920 Grand Ave., Chino, CA 91710
Click here for directions.


Tuesday, November 28 and Wednesday, November 30

At Walter's Restaurant in Claremont at 6:00 p.m.
310 Yale Ave., Claremont, CA 91711
Click here for directions.

December


Tuesday, December 5 and Thursday, December 7
At New York Grill in Ontario at 6:00 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.