Financial Advisor and
former CPA Jack Dvir will host a Q&A on anything financial. Bring your
questions on topics such as:
- Retirement Plans, IRAs, Pensions & Social Security
- Tax-efficient Investments
- College Planning, including 4 easy scholarships
- Estate Planning
- Paying off debt & loans
- Insurance & Annuities
Jack is an Accredited
Asset Management Specialist (AAMS) with 14 years’ experience.
Light refreshments will
be served. Bring a friend!
Find out what's happening in Agoura Hillsfor free with the latest updates from Patch.
Jack Dvir
Financial Pointe, 5743 Corsa Avenue, Suite 219, Westlake Village, CA 91362 * Telephone: (818) 338-3570 ext.104
Find out what's happening in Agoura Hillsfor free with the latest updates from Patch.
E-Mail: jdvir@financialpointe.com * Web: www.financialpointe.com
SagePoint Financial, Inc. is not affiliated, endorsed or employed by the Agoura Public Library or the Agoura Patch. Securities and investment advisory services offered through
SagePoint Financial, Inc., members FINRA and SIPC, and an SEC-Registered
Investment Adviser. Financial Pointe is not affiliated with SagePoint
Financial, Inc. or registered as a broker-dealer or investment advisor.