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

2007 Individual Income Tax Update
Alan Clopine, CPA, Director of Tax Consulting

How To Avoid Hundreds Of Thousands Of Dollars Of Estate Tax - Part 1
Dave Gebhardt, Senior Estate Planning Attorney

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When:

Tuesday, January 23rd
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