Ideas for Living Richly
Financially · Physically · Purposefully
California Retirement Advisors invites you to join our client community for an inspiring day of ideas, experiences, engaging conversation and a delicious lunch—all centered around making the most of the life and freedom you’ve worked so hard to build.
KNOW BEFORE YOU GOA Journey Through L.I.F.E.
Ed Slott, CPA
2026 Tax Update for Retirement
Forever Taxed to Never Taxed
Taxes can dramatically affect how much of your retirement wealth you get to use and how much you leave behind. Ed will break down the latest retirement tax rules, costly traps to avoid, Roth opportunities and strategies designed to help reduce the tax hit later.
Your Journey Through L.I.F.E.
A day away from the ordinary,
at The Westdrift Manhattan Beach.
Good food. Real conversation. Ideas worth sitting with. A room full of people building the same kind of next chapter you are.
Your place is reserved.
With the inaugural CRAve-Life Summit now at capacity, registration is officially closed. We’re delighted you secured your place and will be joining us for this special day.
We’ve brought together an inspiring lineup of speakers, meaningful experiences and a few surprises, all centered around one idea: Living the Life You Crave. Here’s everything you need to know so you can simply arrive, settle in and enjoy the experience.
Summit: 10:00 AM – 3:50 PM
Optional CRAve Social: 3:50 – 5:00 PM
Happy Hour & Ed Slott Book Signing
1400 Parkview Avenue
Manhattan Beach, CA 90266
Optional Guided Breathwork with Sachin Patel
No experience or special skills are necessary. Simply get comfortable, lie down or sit on a provided mat or relax in a chair, and let Sachin guide you through an energizing and restorative experience.
Whether you join the breathwork or simply enjoy the CRAve Café, the morning is yours to enjoy. Our main program begins promptly at 11:10 AM.
- Your registration is confirmed. No further action is necessary.
- Complimentary self parking or valet parking is provided for Summit guests.
- Morning breathwork is entirely optional. No experience is needed, and mats and chairs are available.
- Every household receives a complimentary Ed Slott book, with a signing opportunity during the optional CRAve Social happy hour.
- Any last-minute event updates will be posted here on our Summit page.
Questions before Saturday? Contact Marine Kinna at marine@CRAdvisors.com or 888-643-7472.
California Retirement Advisors is headquartered at 1419 Highland Ave., Manhattan Beach, CA, 90266.
Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, an SEC-registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.
GS PFM is not affiliated with Mutual Advisors dba California Retirement Advisors.
CA Insurance license #0B09076.
Ed Slott and Company LLC are not affiliated with Mutual Advisors or California Retirement Advisors.