• Form View Counter
    Request a no-obligation meeting today with Kanani Advisory Group to discuss how your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us

    It can be difficult to make financial decisions without access to information.

    We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

    Events

    Social Security Optimization:

    "How to Optimize Your Social Security Benefits, Maximize Your Retirement Income and Make Your Personal Savings Last"

    This is a workshop designed for married couples approaching retirement who are not currently collecting any type of Social Security benefits. Topics discussed include strategies for maximizing Social Security benefits; how to sort through over 700 possible filing combinations; proper coordination of spousal benefits to obtain the highest level of income, and methods that offer you the possibility of nearly doubling your annual benefits and providing hundreds of thousands more in lifetime income.


    Other Workshops:

    Some of the topics discussed include:

    "Saving for the Future: The Four Risks No One is Telling You About"

    This is a workshop for anyone planning to retire. Today's savers face many risks when saving for the future. Topics include the structural risk of how you save, the market risk of growing your funds, the tax risk in today's economy and the longevity risk of making your funds last a lifetime. Learn how much you actually need to save for retirement and how to grow your funds without taking a hit everytime the market crashes as well as how to balance saving for retirement, among other things.

    "Comprehensive Retirement Planning for Those of Significant Financial Worth"

    This is a workshop for those at or nearing retirement who have a minimum net worth of $250,000. Topics include the #1 mistake retirees make when investing in the stock market; how to get your retirement finances in order, and a blueprint for putting your retirement puzzle together which includes strategies to maximize Social Security and make your investments generate enough income to meet your expenses even in a flat market.


    Women’s Only Seminars:

    These events are only for women and they focus on overcoming challenges women face when it comes to retirement.


    Please contact our office for dates and locations of upcoming workshops and seminars. Our toll-free number is 877-829-9227. Call to register and reserve your seat!

    Insurance products such as annuities will be discussed and an opportunity will be given to make appointments for a later date; however, no products will be sold during this seminar. If you replace an annuity, some surrender penalties may apply. Children, agents and brokers will not be admitted. You must be 55 or older to attend (if married, both husband and wife should attend). Only confirmed reservations will be admitted. Seating is reserved for first time attendees only.

    RESERVATIONS ARE SUBJECT TO QUALIFICATION.

    Seminar Registration
    Fill out my online form.

    We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income may last as long as they do!

    CUSTOM FIT STRATEGIES

    PERSONAL SERVICES

    unique financial approach

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC MAS and Kanani Advisory Group are not affiliated companies. David CA License #0B34918, Neda CA License #0L51510.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

    The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.