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Susan Marshall is not affiliated with or endorsed by the Social Security Administration or any government agency. 

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.

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Tonight is still available!

Norman P Murray Senior Center
Jacaranda Room

Choose Your Preferred Session Time Below To Register Now!

24932 Veterans Way, Mission Viejo, CA 92692

Limited Seating, Reservations are Required

In the face of a recession or economic uncertainty, discover:

5 real financial risks that could wipe out your retirement

The key principle to a successful retirement

Ways to protect purchasing power 

How to protect your financial future

Strategies to maximize income and minimize taxes

Plus much, much more! 

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Wipe-Out Your Retirement?

Join Us for a Complimentary Live Event and Learn How to Stay Afloat During the Economic Changes that Lie Ahead 

About Your Sponsor

Susan is an experienced professional who provides financial strategies for retirement, in addition to comprehensive health and life insurance options.  In the past 30-plus years, Susan has spent time working in a variety of industries, including business, health and education – but she was drawn most to education.

Susan Marshall 

Today, Susan helps business owners and families improve their retirement plans by creating strategies that focus on reducing taxes and helping to maximize security. That means more spendable income, and potentially less cash siphoned away by the IRS (Internal Revenue Service). 

Susan is also proud to specialize in helping women, and those who find themselves suddenly single, to achieve financial independence, a renewed confidence and a plan designed so that they may live the lifestyle they are accustomed to. Through one-on-one conversations, unique insights and a genuine love of teaching, she provides her clients a tailored plan for building a strong financial future.

Today, she is an Investment Advisor Representative with Center Street Financial Services, Inc.  She holds CLU® and ChFC® designations, along with a life and health insurance license, and a real estate broker’s license.  In her free time, Susan likes to be outdoors with her family: water skiing, boating or just relaxing.

Phone: (714) 455-9848

Website: set2retire.com

Focused on people, not profits...

Monday, March 20th @ 2:00 PMWednesday, March 22nd @ 6:00 PM