Date: April 27th, 2021
Location: Zoom Webinar
Time: 10 AM to 11 AM

Description: Please join Tax & Financial Group for a special live webinar featuring Dr. Tom Deans, The New York Times Top-Ten Author of Every Family’s Business, with more than 1 million copies sold.

Attendees will take away valuable ideas to help:

• Transition a business to family or outside the family
• Protect family wealth in an operating business
• Begin important family conversations about estate planning 

_{Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group nor Securian Financial}

_{Services are affiliated with Tom Deans. TFG is independently owned and operated. Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport}

_{Beach, CA 92660. 3482504 DOFU 03.2021}

Date: January 13th, 2020/January 21st, 2020
Location: Zoom Webinar
Time: 10 AM to 11 AM

Description: Join us for an informative briefing highlighting some short term planning Opportunities before the window closes.

Topics will include:

• Overview of CA Proposition 19 which eliminates the exemption for parents and grandparents to   transfer a home* of any value plus up to $1 million of other real estate to their children and grandchildren without an increase in property taxes
• Potential moves to avoid an increase in property taxes for children and grandchildren
• Inpiduals who should consider real property transfers before Proposition 19 goes into effect
• Potential trade-offs in transferring appreciated property to eventual heirs during one’s lifetime

Wednesday, January 13th at 10 am Pacific Time 
Thursday, January 21st at 10 am Pacific Time 

 _{*Retains only a narrow exclusion from reassessment for cases where a child uses the property as his/her primary residence after transfer.  Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100. 3385245, DOFU 01/2021}

Date: Tuesday April 21^st ,2020
Location: Zoom Webinar
Time: 10 AM to 11 AM

Description: Please join Tax & Financial Group for a Market Briefing by our Director of Investment Advisory Services. He will offer his views on Investing through Market Volatility and amid COVID-19 concerns including:

• Overview of the first quarter and a current market update
• A historical perspective on market volatility
• Investor psychology during periods of financial stress
• Maintaining long-term perspective during increased market uncertainty
• The challenges with market timing
• Keys to successful long-term investing

^{Disclosures: This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 3040155 DOFU 04.2020}

Date: Friday April 10^th , 2020
Location: Zoom Webinar
Time: 10 AM to 11 AM

Description: Congress passed a $2 Trillion stimulus plan which has broad implications for business owners. The Coronavirus Aid,  Relief and Economic Security (CARES) Act has a variety of considerations from tax deferral opportunities for payroll taxes, to SBA Payroll Protection loans.  This webinar will provide an overview of some of the key points including:

• Recovery Rebates
• Tax Deferral & Filing Date Extension
• SBA Forgivable Loan Program
• Qualified Retirement Plan Changes
• Miscellaneous “Cash Flow” Benefits for Business Owners
• Expanded Unemployment and Sick Leave Benefits
• Student Loan Debt Relief

^{Disclosures: Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.}

^{Tax & Financial Group - 4001 MacArthur Blvd., 3rd Floor - Newport Beach -CA 92660. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 3026622 DOFU 04/2020}

Date: Monday, May 13, 2019
Time: from 9:00 AM to 7:30 PM PDT
Location:
Mesa Verde Country Club
3000 Clubhouse Rd.
Costa Mesa, CA 92626 

Description: Since 1996, Tax & Financial Group has had the honor to host the “We Care For Kids” Golf Tournament, Dinner & Auction benefiting Make-A-Wish® Orange County and the Inland Empire. The contributors from this event over the past 24 years have made more than 350 wishes come true for local children suffering from life-threatening illnesses. This year, I invite you to join us to fulfill the hopes and dreams of these special children. Your participation is needed and valued. You can help these children’s wishes become a wonderful reality - a special experience which will long be remembered.

As you approach retirement, it is important to understand the role that Social Security benefits can and should play in your overall retirement income strategy. There are also several strategies that are capable of maximizing your social security benefits to help increase your retirement income.
 RSVP by 02/20/2018 to Nicole Sanchez Via Email: nicole.sanchez@tfgroup.com or Direct RSVP Link

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