Please check back later for information on upcoming events.
"How Married Couples Can Plan to Maximize Their Social Security Income"
Thursday, April 21st. 2011 7pm, or, Saturday, April 23rd. 2011 10 am
Marie Callender's Restaurant, 3400 Clares Street; Capitola, CA 95010
Frank Horath, Registered Investment Advisor Representative ClientFirst Financial in Aptos Village
RSVP to Pat by April 19th. at 831.688.9076 or via "Contact Us" web page (seating limited to first 20)
Winter/Spring 2011. ClientFirst Financial will be hosting continuing education workshops for CPAs, family lawyers and estate planning attorneys in Santa Cruz County. The workshops will emphasize understanding how married couples can optimally claim their Social Security Income and Survivor benefit. Professionals should check with their respective registration boards regarding acceptability of these continuing education units.