Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values. Asset allocation and diversification does not guarantee profit nor is it guaranteed to protect assets. Investors should carefully review and consider potential risks before investing. Securities and advisory services offered through Centaurus Financial, Inc. member of FINRA and SIPC, a registered broker/dealer and registered investment advisor. This is not an offer to sell securities, which may only be done only after proper delivery of a prospectus and client suitability is reviewed and determined. California Wealth Advisors and Centaurus Financial Inc. do not offer tax advice. You should discuss your particular tax situation with a tax licensed professional of your choice. California Wealth Advisors and Centaurus Financial Inc. are not affiliated. Supervisory Branch Address: 2300 E. Katella Ave., Suite 200 Anaheim, CA 92806
Upcoming Event
Live & Online Webinar
Title:
Round Table Seminar with guest speakers Kelley Slaught, Martin Yarnell, and Tony Lopez
Topic:
Comprehensive Financial Review
Description:
Discover investment strategies, estate planning, and tax strategies with industry professionals
Discussions:
- Martin, Estate Planning Attorney: Will discuss the necessary documents for a complete estate plan.
- Tony Lopez, Tax Planning CPA: Will cover tax strategies and how to reduce your tax burden.
- Kelley Slaught, CEO and Financial Advisor: Will integrate the discussions on estate planning, tax planning and focusing on your investment strategy.
Martin Yarnell, Tony Lopez, & Kelley Slaught
Host:
California Wealth Advisors
Date/Time:
Thursday, June 26 - 6-7pm (Zoom will begin at 6:05 pm)
