05/01/2026
FREE FINANCIAL EDUCATION EVENT – TONIGHT IN ELK GROVE
Are you thinking about how to protect your family, grow your wealth, and plan your future the smart way? Tonight, I’m inviting you to a powerful and educational session where you’ll learn how strategies like:
• Indexed Universal Life (IUL) Insurance
• Living Benefits (access your policy while alive)
• Living Trust & Estate Planning
• Retirement & Tax-Advantaged Wealth Building
…can work together to help you build, protect, and transfer wealth efficiently.
This is especially valuable if you are:
• A homeowner
• An investor (or planning to become one)
• Focused on protecting your family’s financial future
• Looking for smarter tax strategies beyond traditional savings
Date: TONIGHT – May 1, 2026
Time: 6:45 PM – 7:45 PM
Location: 9080 Laguna Main St, Ste 3, Elk Grove, CA
Hosted by financial professionals Dan Chan & Jae B.
Why attend?
Most people rely on traditional methods (401k, savings, basic insurance) without understanding how to truly optimize protection + growth + tax advantages.
This session breaks it down in a simple, practical way—no fluff, just real strategies.
Feel free to bring a friend, spouse, or anyone who wants to become more financially educated.
If you’re serious about leveling up your financial game, this is worth your time.
