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    Cruz Investments and Wealth Management Classes

    At Cruz Investments and Wealth Management, we hold informational classes and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as wealth accumulation and tax minimization strategies. Often, our classes include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a class and insurance sales presentation.

    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.

    Our Calendar of Events


    Retirement Planning Today

    Who Should Attend This Course?
    Retirement Planning Today® is designed for adults looking to retire anytime within the next 15 years. The course addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire next year or 15 years from now, the information you learn in this class can deliver rewards throughout your lifetime.

    About the Course
    In simple language, this course explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.
    By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.


     

    Aurora Santori Library

     
     
    TUESDAY (DAY1)   TUESDAY (DAY2)
    June 4, 2019 AND June 18, 2019
    6:00pm-7:45pm   6:00pm-7:45pm

    OR
     

    TUESDAY (DAY1)   TUESDAY (DAY2)
    June 12, 2019 AND June 19, 2019
    6:00pm-7:45pm   6:00pm-7:45pm

     

    Location:
    Aurora Santori Library
    101 S. River Street
    Aurora, IL  60506


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    Who We Are

    Meet Rey Cruz
    Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and having confidence in your financial future.
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    Educational Classes
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events. When you have financial concerns, we want to help you address them.
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    Our Financial Services
    We are committed to earning your trust, thoroughly understanding your goals and dreams to help you feel confident in your financial strategies.
    Learn more about our services

    Privacy Policy | Terms of Use | ADV Part 2A | ADV Part 2B

    Investment advisory services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered through Madison Avenue Securities, LLC. (MAS), Member FINRA/SIPC. Ed Slott’s Elite IRA Advisor Group, Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS.
    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. 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.
    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.