Welcome Conference Attendees!
Thank you for joining us at the Central CA Women’s Conference — we’re so glad you’re here.
This page was created just for attendees of our session and booth, and it’s your hub for all the exclusive follow-up resources we promised.
Whether you’re here to revisit our Social Security workshop, download planning tools, or explore other financial topics, you’re in the right place.
Please note: This page can only be accessed through the link in your email, so be sure to save it. We also invite you to explore the rest of our site for more helpful information and resources.
What you’ll find here:
- Session recordings and slides from our presentation
- Downloadable guides and checklists on Social Security, retirement readiness, and more
- Links to one-time planning services for tax reviews, investment checkups, and other personalized help
Please note: These materials are available for a limited time. We’ll keep this page live for a few months, so be sure to bookmark it and check back soon for updates.
This is your space to explore — we’ll be updating it regularly with new tools, articles, and insights from our team.
Have questions or want to book a follow-up? We’re just a click away.
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All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Certain blog posts may describe the firm or its professionals’ thoughts or opinions as of a specific prior date. Due to various factors, including changing market conditions, that information may no longer be reflective of current opinions. While the information presented is believed to be factual and up to date, the firm does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. No visitor should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Portfolio Advisors, Inc. or from any other investment professional. Blog content should not serve as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. Portfolio Advisors, Inc. is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Website visitors, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.
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