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28 Years of Experience
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Free Retirement Workshop in Whittier

Most seminars are boring, two hour, pitch-fest with speakers who try to sell books, videos, and coaching kits. These people profit from your desire to secure a common sense retirement plan. David Ortiz’s Money Smart Retirement Workshop is different. No gimmicks, bait & switch or trickery. Just timely, non-sugar coated facts and insights on what you need to do to ensure you do not get left behind, pay excess taxes or get screwed by family or government. Register to attend an upcoming seminar today, see below…

Money Smart Retirement Workshop

Come with Questions, Leave with a Plan

Even though you’ve worked hard your entire life and saved up something you’d like to pass on to your family, they may end up with nothing, without proper planning. When you attend one of our Money Smart Workshops, you’ll immediately discover how you can prevent this from happening to you and your family.
Every subject that matters to your retirement will be discussed:

LEARN HOW TO KEEP THE GOVERNMENT OUT:
Keep the courts from interfering with your affairs after you’ve passed away. The time-consuming and costly nightmare of Probate doesn’t have to touch your family or your money.

FAMILY HOME PROTECTION:
Don’t let the government take your home when you die as a result of Medi-Cal Recovery. California has already recovered $1 BILLION from people’s homes and estates after a loved one died having received Medi-Cal Benefits. This is often how family homes are lost.

AVOID NURSING HOME POVERTY:
The average cost of nursing home care in California is $90,000 per year. Protect your nest egg from being eroded with a Living Trust and qualifying for Medi-Cal the smart way!

PREVENT FAMILY FEUDS:
Discourage family disagreements and fighting by planning for different individual needs and ensure that your estate plan leaves a loving and lasting legacy.

REGISTER TO ATTEND A MONEY SMART RETIREMENT WORKSHOP HERE

Our priority is dispelling common misconceptions about Trusts and estate planning. For nearly 30 years, we have been providing information and resources essential to helping families protect their legacy and their future. Click the button below to select a workshop date that you want to attend and register today.

Register Now

Workshop Location & Who Should Attend

WHO SHOULD ATTEND THE MONEY SMART RETIREMENT WORKSHOP?

RETIREMENT READY
Your good bye celebration is on the company calendar and the next stop is a white sand beach, 14 day cruise or safari in Africa. You’re looking for ways to Convert Retirement Savings into Income – and may need to explore alternate investments to keep you on vacation and out of the office.

NEAR RETIREMENT
The time to retire is approx. 5 years out. You’re looking for a smart way to withdrawal social security benefits and ways to maximize your retirement income.

PLANNING FOR RETIREMENT
It’s never too early — but you have some time to figure out how to best leverage your financial situation to meet your retirement objectives.

ESTATE PLANNING?
How many estate planning disasters do you need to see before you decide to create a plan that determines who gets your hard earned money after you pass. If you want to avoid giving all or half of your wealth/assets to uncle sam – you should attend this workshop.

Workshop Location

Why Should You Trust David Ortiz Advisors?

The fiduciary duty requires an investment advisor (i.e., David Ortiz Advisors), by law, to act in the best interest of their clients, putting clients’ interests ahead of their own at all times. Brokers, on the other hand, adhere to a lower standard of legal care, known as the suitability doctrine. Find out why this matters to you by watching the video below.

What you should know about us…

  • Investors in our defensive allocations did not experience a loss in great crash of 2008
  • Passive but opportunistic. Our highly sophisticated, proprietary, investment algorithms set us apart of from our competitors. When opportunities present themselves — we execute, win and capture value for our investors.
  • You don’t stay in this business for 30 years by accident. We’ve help thousands of individuals, couples and families — meet their retirement goal and objectives.

Broker versus Fiduciary

Serving Whittier, Downey, Buena Park, Norwalk, Hacienda Heights, Pico Rivera, Anaheim

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