ULTRA Estate Planning

07/07/2023

Happy Friday! 🎉 As we head into the weekend, let's take a moment to reflect on the importance of managing our retirement savings and securing a stress-free future. At ULTRA, we understand the significance of setting financial goals and mitigating risks to ensure a comfortable retirement. Let's work together to create a solid financial foundation that will support your dreams and aspirations for the long term. Have a fantastic weekend and remember, your future is in your hands! 💪🌟

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Explore the importance of managing your retirement savings, mitigating risks, and securing a stress-free future with ULTRA Advisors.   Call (800) 280-0663 For A Complimentary Appointment. Schedule A F

06/06/2023

"Safeguard Your Legacy with a Living Trust"
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05/28/2023

As we gather with loved ones this weekend, let's not forget the families who carry the burden of loss. Let's extend our gratitude and support to them, offering comfort and appreciation for their sacrifice.🇺🇸

05/15/2023

👮‍♀️🚓👮‍♂️ Today, on Peace Officers Memorial Day and throughout Police Week, we honor and express our heartfelt gratitude to the brave men and women who serve as police officers. We remember and pay tribute to those who have made the ultimate sacrifice, and we acknowledge the courage and resilience of all police officers who risk their lives every day. Thank you for your service and for keeping us safe.

05/10/2023

ATTENTION SAN CLEMENTE!

Call 800 280 0663 to rsvp or to schedule complimentary review.     Dear Katey, We hope this email finds you well. We want to remind you that we're hosting an exclusive seminar on Living Trusts and how

05/03/2023

ULTRA Estate Planning focuses on all facets of an estate, retirement, and long-term care planning to ensure your estate is protected throughout your lifetime and preserved for future generations.
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- schedule your appointment today!   Discover Guaranteed Secure Financial Options to Protect Your Future!   Dear Katey, Recent events in the banking industry have once again highlighted the importanc

05/02/2023

RESIDENTS OF SAN CLEMENTE: We invite you to join us for an exclusive seminar where we'll discuss how living trusts work and how the upcoming 2023 Tax Laws and Prop 19 may affect your estate.
https://conta.cc/3VdsI1G

We are thrilled to invite you to our upcoming seminar, where our experienced team will share valuable insights on estate planning and ensuring a stable retirement. Our goal is to equip you with the necessary tools to make informed decisions about your financial future and protect your family's wealt...

05/02/2023

ATTENTION SAN CLEMENTE - Join us as we discuss:
* How Living Trusts Work
* How To Navigate New 2023 Tax Laws
* Prop 19

Do you know how living trusts work and how the upcoming 2023 Tax Laws and Prop 19 may affect your estate? You're invited to join us for an exclusive seminar/webinar where we'll discuss these topics and more.

05/01/2023

RESIDENTS OF SAN CLEMENTE: We invite you to join us for an exclusive seminar where we'll discuss how living trusts work and how the upcoming 2023 Tax Laws and Prop 19 may affect your estate.
https://conta.cc/41YHTxU

We are thrilled to invite you to our upcoming seminar, where our experienced team will share valuable insights on estate planning and ensuring a stable retirement. Our goal is to equip you with the necessary tools to make informed decisions about your financial future and protect your family's wealt...

04/08/2023

We are thrilled to announce that we will be hosting an Estate & Retirement Planning presentation on April 11, 2023 at 5:00 p.m. The event will take place at 2120 Auto Centre Drive, Glendora, CA 91740, and will be held before the monthly meeting.

We would like to extend a special thank you to SMART LOCAL 105 aka Sheet Metal Workers Local 105 for their support and partnership in making this event possible. This presentation will provide valuable insights and strategies for planning your financial future. To R.S.V.P. and secure your spot, please click the following link.
https://ultraestateplanning.com/events- We look forward to seeing you there!

04/07/2023

We are excited to announce our upcoming Estate & Retirement Planning seminar, taking place on April 8, 2023, at 10:00 a.m.

We would like to extend a special thank you to the Building and Construction Trades Council of Alameda County(BTCA) for their support and partnership in making this seminar possible.

To attend, please click the link. We hope to see you there! https://us02web.zoom.us/j/84444575598?pwd=bTJIdDJ5TWpCbGtLckR3T2FydE03Zz09
Meeting ID: 844 4457 5598
Passcode: 521075
This informative event will be hosted via ZOOM and will provide valuable insights and strategies for planning your financial future.
For information regarding ULTRA Estate Planning click here 👉 https://ultraestateplanning.com/

04/06/2023

We offer personalized financial plans to help you manage your expenses and ensure a secure future for you and your loved ones. Contact us today to learn more and take control of your finances!

Discover the Latest Survey Results and Get Expert Financial Planning Advice from ULTRA Estate Planning   Call (800) 280-0663 For A Complimentary Appointment. Schedule A Free Trust Review   55% of Adul