Course Description:

As a business owner or associate you’ve invested hundreds of thousands of dollars in your practice and education. As a result, you’d like to have a thriving career to build the type of wealth that creates the end vision you have in mind whether it’s traveling, leaving a legacy, investing in other areas or retiring early.

However, life happens and you’re behind in the retirement game with 15 years or less left in your career.  We believe the bridge between your today and your tomorrow is in the value of implementing uncommon saving strategies.

Course Objectives:

1. How to save larger sums of money without breaking the bank for employees.
2. How to accumulate $1M or more in 10 years or less.
3. How to enjoy tax deferred and tax free cash in retirement

General Information

Check-In: 5:30 pm

Light dinner and soft drinks provided during check-in.
(For special dietary requirements please contact our Media & Continuing Education Coordinator, Meg Hamrick, admin@sdcds.org or 619-275-7188)

Speaker: Rod Crews

Rod has been educating and serving clients in the financial services industry for over 20 years. He is committed to helping people discern financial truth in an industry that is filled with an abundance of noise as to what one should do with his or her money. He has built his business practice on developing strong relationships with his clients that not only help them build wealth, but also protects the wealth or value of their business far into the future and often into the next generation.

Rod Crews is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc., a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0B48249 | Hasani James is a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0F78725 | 2018-65283 Exp. 10/19/18