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OneSource Wealth Management

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OneSource Wealth Management Workshops

"LEGACY WEALTH GENERATOR"

Complimentary Retiree Dinner Workshop

DATE: Wednesday, April 29, 2026.

LOCATION: Diablo Hills Golf Club, Walnut Creek, CA 

 

To RSVP, please call Kathy at 916-967-3500 or CLICK HERE to complete our registration form.

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ATTENTION RETIREES & PRE-RETIREES

Don't let the tidal wave of inflation, recession risks, rising taxes & stock market uncertainty crush your retirement. Minimize your risk and maximize your income either before or during retirement.

LEARN

  • Retirement Asset Protection
  • Enhanced Income Strategies
  • When to Take Social Security
  • Should You Convert to a Roth IRA

Register for our next Free Event. You don't want to miss this!

This complimentary informational event presented by Money Manager Experts John Scambray & Giuseppe Visconti will provide the Solutions & Answers to the following questions:

  • How can you reduce your risk?
  • How can you increase your income? 
  • What are the best ways to maximize asset growth?
  • What investments should you be in for 2026?
  • Are your investments inflation proof? 

"LEGACY WEALTH GENERATOR" Free Workshop

To RSVP, please call Kathy at 916-967- 3500 

Or Complete This Form: 

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