Logix Financial Services

📣 Upcoming Webinars: Why Advance Funeral Planning Matters

Planning ahead is one of the most meaningful ways to ease emotional and financial stress for the people you care about most. 🧡

Join us for a free, informative webinar to discover how advance funeral planning can help:
✔️ Protect your family financially
✔️ Ensure your wishes are honored
✔️ Reduce emotional stress for loved ones
✔️ Prevent family conflict
✔️ Offer flexible options to fit every budget

✨ June Webinar Dates & Registration Links: ✨

📅 Tuesday, June 2
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/June-2-Advance-Planning-Webinar

📅 Thursday, June 4
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/June-4-Advance-Planning-Webinar

📅 Tuesday, June 16
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/June-16-Advance-Planning-Webinar

✨ July Webinar Dates & Registration Links: ✨

📅 Tuesday, July 14
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/July-14-Advance-Planning-Webinar

📅 Thursday, July 16
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/July-16-Advance-Planning-Webinar

📅 Thursday, June 23
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/July-23-Advance-Planning-Webinar

➡️ Reserve your spot at one of our webinars today and take a simple step toward greater peace of mind for you and your loved ones.

Building your retirement plan should feel less complicated and more achievable. 💡

Join us for a complimentary in-person seminar or online webinar where we’ll cover IRA need-to-knows like:

✔️ IRA rules
✔️ Rollover service options
✔️ Required minimum distribution (RMD) strategies
✔️ How to make an IRA work for you in retirement
✔️ Legacy planning

📅 Wednesday, June 3
🕠 5:30 PM – 7:00 PM
📍 In person at Logix Tarzana Branch or online webinar

➡️ Space is limited, so reserve your spot today and let’s help you start planning for the retirement you’re envisioning.

🔗 In-person Tarzana seminar: https://bit.ly/Logix-Saving-for-Retirement-Tarzana-Seminar
💻 Online webinar: https://bit.ly/Logix-Saving-for-Retirement-Webinar

The more you know about IRAs today, the more confident you can feel about retirement tomorrow. 📈

Join us for a complimentary seminar designed to help you better understand:

✔︎ How to make an IRA work for you in retirement
✔︎ Rollover service options
✔︎ Required minimum distribution (RMD) strategies
✔︎ And legacy planning

📅 Tuesday, May 19
🕠 5:30 PM – 7:00 PM
📍 Logix Toluca Lake Branch

➡️ Seats are limited, so RSVP today and start planning for the future you want.
🔗 https://bit.ly/Logix-Toluca-Lake-Saving-for-Retirement-Seminar
📞 (855) 564-4907

Most Americans don’t have a plan in place to protect and transfer their wealth upon death or incapacity. 😱

✨Join our free Logix Living Trust and Estate Planning Webinar, presented by Affinity Trusts, to learn more about how to help protect what matters most.

📆 Tuesday, April 21
🕤 5:00 – 6:00 PM PT
📍 Online

In this live session, you’ll learn how to avoid probate delays and costs, choose someone to manage your finances and healthcare decisions, and ensure your wishes are honored.

👉 Register today to secure your spot: https://bit.ly/living-trust-and-estate-planning-webinar.