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Retirement Decisions

Location:

Green Dragon Tavern & Museum
6115 Paseo Del Norte
Carlsbad, CA 92011
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Date:

September 21, 2022

Time:

6:30 pm

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Phone: 760.813.2125
Fax: 760.813.3125
info@comprehensiveadvisor.com

Location

2011 Palomar Airport Road
Suite 302
Carlsbad, CA 92011
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Ed Slott's IRA Advisor Group℠ is a paid-membership, educational organization comprised of professionals of varying credentials. Membership in this organization does not imply a set level of skill or training. The logo and/or service mark is the property of their respective owners and no endorsement of Comprehensive Advisor, LLC is stated or implied.

National Social Security Advisor Certificate Program (NSSA) is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business C.A. Financial & Insurance Services.Comprehensive Advisor, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.The insurance products offered by C.A. Financial & Insurance Services are not subject to investment Advisor requirements. CA Ins. Lic. #6000262. 1897524- 12/23

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