JANUARY DINNER MEETING PRESENTATION

“Navigating Financial Success Through Uncertainty”

Susan Powell, Certified Financial Planner
Donald E. Garcia, President Pinnacle Financial Group

 

Join us January 17th for some good counsel on how to survive during these days of financial uncertainty by better understanding the swings in markets and commodities/bonds, etc. You’ll learn how best to hedge with your own investments and realize their best potential by knowing the risks related to each possible venture. We’ll have two truly well grounded pros sharing with us

Susan Powell has over seventeen years experience in the field. A Finance and Management major at CSUF, she is not only a Certified Financial Planner, but also has an Insurance license too. She held various managerial posts with the Bank of America before joining Lincoln Financial Group where she now operates on a fee basis, which should give you an idea of how well she does as a financial professional.

Susan has kept abreast of economic trends, tax law changes and the variety of products and services available and has proven effective in delivering appropriate advice backed by quality products and excellent service. She is experienced with creative and innovative estate planning, conservative investment planning, risk management and business succession planning.

Joining her for the evening will be Donald E. Garcia, a Senior Financial Planner, the president of Pinnacle Financial Group. He was an Investment Advisor at John Hancock Financial Services, where he was consistently successful in ranking among the top 1% of all associates in the nation. Donald continues to take classes to keep his knowledge at the leading edge and to maintain the high standards demanded by the industry, his clients and himself.

Donald has been invited to the White House three times this past year and was asked to write a bill concerning retirement plans which is currently before Congress and the Senate for approval. For the past seven years he has been involved in Santa Ana’s project P.R.I.D.E., acting as a mentor to individual gang members. For his contribution and commitment in this project Donald was honored as the Outstanding Citizen and Mentor of the Year for each of the years 1995 through 1998. He is on the board of directors for the Orange County Chapter of the YMCA and the New Beginnings Foundation; an organization dedicated to empowering hope dignity and independence to children with missing limbs.

Don’t miss our meeting. It easily could have a positive impact your future.