Webinars & Fireside Chats



Retirement Planning in a Period of Crisis-COMING SOON

This free online seminar will help you navigate through our current economy and educate you on the new laws and strategies available to you to help you create maximum tax efficiencies and income when you retire. 

Register for the Webinar

  • How to Set Up Your Accounts Properly For The Inheritance of Your Beneficiaries

  • How to Adapt to Laws Like The Secure Act Created in 2020 For IRA's

  • Complimentary Live Webinar Reveals

  • How to Minimize Taxes in Retirement Especially if You have Other Retirement Assets Like a 401K or Pension

  • How to Generate More Tax Free Income

  • Understanding why “Tax Forward” Planning is essential in a retirement plan 

  • How to Dial in Your Spending Plan Before Retirement


CA LIC # 0C72164, Corp License # 0G81294

2333 Camino del Rio South, Suite 240

San Diego, California 92108
Phone: 619.640.2622 | Fax: 619.640.2600 

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Insurance products and services are offered through Copia Wealth Management & Insurance Services.


Investment advice offered through Copia Wealth Management Advisors, Inc.
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