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.
RESERVE YOUR SEATTaxes 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.
Good food. Real conversation. Ideas worth sitting with. A room full of people building the same kind of next chapter you are.
Complete the form below to reserve your seat for Saturday, October 24, 2026 at The Westdrift Manhattan Beach.
General admission: $495 per person. Complimentary by invitation. Guest invitations are limited and subject to availability.
Questions about your invitation? Contact Marine Kinna at marine@cradvisors.com.