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  • HNBA Prudential Su Dinero Program in Orange County, CA!

HNBA Prudential Su Dinero Program in Orange County, CA!

  • 12 Dec 2018
  • 5:30 PM - 8:30 PM
  • Troutman Sanders 5 Park Plaza, TS Lounge - Suite 1200, Irvine, CA 92614

HNBA/Prudential Su Dinero Program in Orange County, CA!

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


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.

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