HISPANIC BAR ASSOCIATION
ORANGE COUNTY
Hour 1: Is Your Financial House in Order? -This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.
Specific Topics to be Covered Include: • Assessing your current financial situation • Setting financial priorities and managing debt • Protecting yourself and your assets
Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.
Specific Topics to be Covered Include: • Ordinary income tax rates • Payroll taxes • Estate, gift, and generation-skipping transfer taxes
Hour 3: Networking Reception
PRESENTER Maureen Umaña Boone Financial Advisor Prudential Financial
As a Financial Advisor, Maureen helps individuals, couples and families grow their assets for the long term. She takes this mission very seriously and works closely with her clients in order to recommend the appropriate products and services to help achieve their unique goals. She has the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
Register here: https://hnba.com/2018-hnba-prudential-su-dinero-registration-socal-dec-12/
