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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


    Rejuvinate Your Retirement

    Who Should Attend?
    While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

    About this Course:
    Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and socially active, and learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, discover how to apply this knowledge to pursue a more active, healthy and financially secure lifestyle in retirement.

    Course topics include:
    Calculating whether you should convert your IRA to a Roth IRA
    Maximizing tax efficiency under the new 2018 tax policy changes
    Evaluating and planning for health care, long-term care, incapacity and end-of-life decisions
    Identifying the primary threats to your retirement savings
    Planning your retirement income to preserve a comfortable lifestyle
    Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures&lifelong learning

    Aurora Santori Library

     
    TUESDAY (DAY1)   TUESDAY (DAY2)
    August 14, 2018 AND August 21, 2018
    9:00am-11:00am   9:00am-11:00am

    OR
     
    THURSDAY(DAY1)   THURSDAY (DAY1)
    August 16, 2018 AND August 23, 2018
    11:00am-1:00pm   11:00am-1:00pm

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

    To Register Click Here!!!

    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.

    NIU Naperville

     
    TUESDAY (DAY1)   TUESDAY (DAY2)
    September 25, 2018 AND October 2, 2018
    6:00pm-9:00pm   6:00pm-9:00pm

    OR
     
    THURSDAY(DAY1)   THURSDAY (DAY2)
    October 4, 2018 AND October 11, 2018
    6:00pm-9:00pm   6:00pm-9:00pm

    Location:
    NIU Naperville
    1120 E Diehl Road
    Naperville, IL 60563

    To Register Click Here!!!

    Rejuvinate Your Retirement

    Who Should Attend?
    While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

    About this Course:
    Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and socially active, and learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, discover how to apply this knowledge to pursue a more active, healthy and financially secure lifestyle in retirement.

    Course topics include:
    Calculating whether you should convert your IRA to a Roth IRA
    Maximizing tax efficiency under the new 2018 tax policy changes
    Evaluating and planning for health care, long-term care, incapacity and end-of-life decisions
    Identifying the primary threats to your retirement savings
    Planning your retirement income to preserve a comfortable lifestyle
    Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures&lifelong learning

    Aurora Santori Library

    TUESDAY (DAY1)   TUESDAY (DAY2)
    November 27, 2018 AND December 4, 2018
    9:30am-11:30am   9:30am-11:30am

    OR
     
    THURSDAY(DAY1)   THURSDAY (DAY2)
    December 6, 2018 AND December 13, 2018
    1:00pm-3:00pm   1:00pm-3:00pm
     

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

    Registration Link Coming Soon!

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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.