FREE LIVE ONLINE RETIREMENT PLANNING WORKSHOP THIS

Learn How to Maximize Your Retirement Income, Avoid Costly RMD Mistakes, and Protect Everything You've Built

Join and for a FREE live workshop this at and learn exactly how to protect your retirement income from costly RMD mistakes — in plain English, no financial jargon.

MEET THE PRESENT

is a Financial Strategist with The Financial Architects, a California-based wealth planning firm with over 30 offices and more than 200 financial professionals dedicated to helping families prepare for retirement with confidence.

Working alongside one of California's fastest-growing retirement planning organizations, helps individuals and families better understand retirement income, taxes, Medicare planning, and strategies designed to help protect the wealth they've worked a lifetime to build.

This , and will host a FREE live online Retirement Planning Workshop, where they'll discuss Required Minimum Distributions (RMDs), retirement tax strategies, and common mistakes that can impact your retirement income.

Testimonials

★ ★ ★ ★ ★

I've been contributing to my 401(k) for over 30 years, but nobody had ever explained how Required Minimum Distributions could affect my retirement. Rolando broke everything down in a way that finally made sense. I left with answers I wish I'd had years ago.

Michael R.
Retired Engineer
★ ★ ★ ★ ★

I almost skipped the webinar because I thought I already had a retirement plan. I'm glad I didn't. Rolando explained retirement taxes and RMDs in plain English, and I realized there were things my wife and I had never considered.

Linda & David P.
Future Retirees
★ ★ ★ ★ ★

Rolando took a complicated topic and made it incredibly easy to understand. The webinar was educational, pressure-free, and gave us much more confidence about planning for retirement.

Carlos M.
Business Owner
★ ★ ★ ★ ★

I've attended several retirement seminars over the years, and this was by far the most practical. Rolando focused on education instead of trying to sell us something, and I really appreciated that.

Susan T.
Retired Teacher
★ ★ ★ ★ ★

The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.

Ashwin Santiago
CEO & Founder
★ ★ ★ ★ ★

The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.

James & Patricia G.
California Homeowners
★ ★ ★ ★ ★

Fabian made retirement planning feel much less overwhelming. He explained everything step by step and gave us a better understanding of how retirement income really works.

Maria L.
Healthcare Professional
★ ★ ★ ★ ★

Fabian answered questions that our financial advisor had never brought up. The webinar was informative, easy to understand, and definitely worth the time.

Steven K.
Pre-Retiree
★ ★ ★ ★ ★

We signed up expecting to learn about retirement, but we walked away with so much more. Fabian explained taxes, retirement withdrawals, and planning strategies in a way that gave us real confidence moving forward.

Karen & Richard S.
Retired Couple

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DMB SOTO INSURANCE SERVICES LLC

13890 Peyton Dr. #A Chino Hills, CA 91709

Phone: (909) 706-6455

Website: www.tfawealthplanning.com

This presentation is not intended and should not be construed as tax or legal advice. Please consult with an Enrolled Agent, CPA, or attorney before implementing any strategies discussed. All examples are hypothetical and for illustrative purposes only. Advisory Services offered through DMB Soto Insurance Services AKA The Financial Architects.