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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

     

    Tax Class "The Trump Tax Code and Your IRAS"

    This is a one day session class.

    Pottawatomie Community Center

    THURSDAY   TUESDAY
    April 19, 2018 OR April 24, 2018
    6:00 pm to 7:30 pm   6:00 pm to 7:30 pm

    Location:
    Pottowatomie Community Center
    8 North Avenue
    St. Charles, IL 60174

    CLICK HERE TO REGISTER
     


    Retirement Planning Today 

    This is a two day session class for individuals between the age of 50-70 years old.

    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.
    **This course includes a 223-page illustrated textbook. Couples may attend together for a single registration fee.** ​

    NIU Naperville

    SATURDAY (Accellerated 1 Day Session)
    May 12, 2018
    9:00am-1:30pm
     
    TUESDAY (1st Session)   TUESDAY (2nd Session)
    May 15, 2018 AND May 22, 2018
    6:00pm-9:00pm   6:00pm-9:00pm
    Location:
    NIU Naperville
    1120 E Diehl Road
    Naperville, IL 60563

    CLICK HERE TO REGISTER
     

    Retirement Planning Today 

    This is a two day session class for individuals between the age of 50-70 years old.

    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.
    **This course includes a 223-page illustrated textbook. Couples may attend together for a single registration fee.**

    Santori Aurora Public Library

    THURSDAY (1st Session)   THURSDAY(2nd Session)
    May 31, 2018 AND June 7, 2018
    6:00pm-7:45pm   6:00pm-7:45pm
     
    TUESDAY (1st Session)   TUESDAY (2nd Sesson)
    June 5, 2018 AND June 12, 2018
    6:00pm-7:45pm   6:00pm-7:45pm

    Location:
    The Richard and Gina Santori Public Library of Aurora
    101 S. River Street
    Aurora, IL 60506

    CLICK HERE TO REGISTER
    Class Registration
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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.
    Learn more about Rey
    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.
    Register for a Class
    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

    Investment Advisory Services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Registered Representative offering securities through GF Investment Services, LLC Member FINRA/SIPC. 501 N. Cattlemen Road; Suite 106, Sarasota, FL 34232. (941) 441-1902. FINRA

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    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.