Join us for the below opportunities to connect through Zoom:
October 15th at 1:00 pm - Estate Planning for Business Owners
November 19th at 1:00 pm - End of the Year Planning for You & Your Business
December 17th at 1:00 pm - What is Your Business Worth? Business Valuation &
We look forward to helping you invest time in yourself by learning about these important topics.
Karen Lomas (CA License No. 0L05086) & Andy O’Brien (CA Insurance No. 0M96078) are Registered Representatives and Investment Advisor Representatives with Securian Financial Services, Inc. member of FINRA/SIPC. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100. 3237861 DOFU 09/2020