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Join your Los Angeles Financial Planning Team for an encore presentation
 
     
     
 
Your Los Angeles Financial Planning Team invites you to join Ric Edelman for an exclusive encore virtual event!

The actions you take right now will determine your future financial security. Ric Edelman, three times named the #1 Independent Financial Advisor in America by Barron’s* will be revealing the six strategies you should consider that can help you improve your personal finances in the midst of this pandemic, including:
  1. What investment strategy you need right now.
  2. Handling cash reserves.
  3. Managing your mortgage.
  4. Changing your auto insurance coverage to help save you money.
  5. Signing three important documents right now.
  6. Planning around retirement and if you’re taking money from your investments.
This Isn’t an Ordinary Bear Market, But It’s Still a Bear
Thursday, June 25 from 7-8 p.m.


We’ve guided our clients through every crisis since the crash of 1987, and we’re ready to help you get through this one, too. Please invite your family and friends to join us. Register now!
 
     
 
     
 
© 2020 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1209088

* According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services, LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.

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