San Marcos CA— We will be tackling another big issue at our April 1st meeting – it is Income Tax Month and finances are on all our minds. Our speaker will be Tod Lenhoff, the founder and President of Lenhoff Financial Group, Inc., a full-service investment, insurance and tax practice, serving clients throughout Los Angeles and San Diego County. Tod has over 30 years of professional experience providing financial advice to retired individuals. He has dedicated his entire professional career to this field and is passionate about helping clients meet their financial goals. He is a CPA, an Investment Adviser Representative, and a provider of Insurance, which is licensed under Lenhoff Senior Planning, Inc. This is an opportunity for us all to ask questions about tax laws and strategies that could be helpful in meeting our individual needs during this month when finances are at the forefront of our lives.
We will continue to collect old cell phones through our April meeting. Please bring them that day or contact a member as to how best to get them to us. The phones are safely refurbished and given to those groups of individuals who cannot afford the phones on their own such as Boys and Girls Clubs of America, Angels Warriors, The American Cancer Society, St. Jude’s Children’s Research, Shelters for Battered Women and victims of natural disasters – just to name a few.
- April 1, 2019
- St. Mark Country Club 1750 San Pablo Drive, Lake San Marcos 92078. Registration and Social 11:00 a.m. Call to order 11:30 a.m.
Luncheon Reservations
Mail or deliver your check made payable to RWC-SM to Susie Glass, 1164 Sunrise Way, San Marcos, CA 92078.
All reservations must include a payment of $30.00. After Wednesday March 27, 2019, reservations incur an additional fee of $5.00. Group reservations cannot be accommodated unless all payment checks are received in a single mailing.