Orange County Financial Advisor
Our first speaker today was Jeffrey Cereny our financial advisor. Today Jeff talked about real estate investing and holding real estate in an IRA.What is an IRA:
- It stands for Individual Retirement Account.
- It's basically a savings account with big tax breaks.
- Also a lot of people mistakenly think an IRA itself is an investment - what it is, is a basket in which you keep stocks, bonds, mutual funds and other assets.
Call Jeff your Orange County Financial Advisor today to expand your portfolio!
William Jordan Associates, Inc.
23332 Mill Creek
Suite 260
Laguna Hills, CA 92653
Phone: 949-380-8600
jeffrey@WJAoc.com
Orange County Insurance Specialist
Our next speaker was Colleen with Advantis Insurance, and she helped us understand different levels of insurance policies and what they pay.
Make sure you have a proper dwelling policy, and that you've read your exclusions. Need help? Call Colleen!!
26522 La Alameda Suite #210
Mission Viejo, CA 92691
Phone: 949-545-0220 x130
Brian@advantisins.com
http://www.advantisins.com/
Orange County Personal Trainer
Our final speaker was Carolyn Reynolds our personal trainer and fitness specialist. Carolyn helps you reach your physical goals without completely changing your daily funCarolyn explained how fitness can be as easy as walking, or an easy jog, or lifting light weights. Fitness is for everyone – young and old.
What should be in your lunch bag? Water, fresh fruit, protein shake, fresh veggies, and nuts.
Call Carolyn your Orange County Personal Trainer today if you'd like a fun fitness plan!
Personal Training Nutrition Coaching
Phone: 949-683-8684
mail@carolynreynolds.com
http://carolynreynolds.com
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