Yesterday Matthew Mullowney and Karin Alvarado held a free seminar about Social Security Benefits here at our office in the Migliavaca Mansion in Napa California. At this seminar we talked about how social security benefits can help you and your family in your future.The event also featured complimentary wine and cheese to those who attended. Thank You to all those who attended and we hope you got plenty of helpful
On May 18th Karin Alvarado, along with guest speakers Larry Crocker and Al Chingren, held an seminar event at Rutherford Ranch Winery on Engineering A Successful Retirement Plan Experience. This seminar provided information on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. It also provided educational information on the changing Fiduciary Regulatory Rules. Thank You to all who attended the event.
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New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.