Centara Lunch & Learn

Have lunch with your Centara Team of Advisors to learn more about your finances.

Agenda:

Market Update
Mark Dossa, CFP®, Senior Portfolio Manager

How To Invest In Real Estate In The Current Market
Alan Clopine, CPA, Director of Tax Consulting

How To Avoid Hundreds Of Thousands Of Dollars Of Estate Tax - Part 2
Dave Gebhardt, Senior Estate Planning Attorney

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When:

Thursday, February 22nd
11:30am to 1:00pm

Where:

8880 Rio San Diego Drive, 4th Floor
San Diego, CA 92108

Register:

Call Elizabeth Duffield at 619-398-1743 or

Securities offered through Registered Representatives of Centara Capital Securities, Inc., Member NASD/SIPC. Investment advisory and financial planning services offered through Centara Capital Management Group, Inc., a Registered Investment Advisor. Legal services provided by Centara Legal Group, APC, David Gebhardt, Principal. Insurance #0D85861. CA DRE License No. 01519824