Save the date!
Join us for a very special Client Bring a Friend, Appreciation Event!

On Sept. 22nd we have a special guest speaker and industry leader, flying in to give a presentation about the current market conditions, volatility and what you can do to protect your retirement during these uncertain times.

This is a one time, one day only event!

September 22nd, 6:00PM

Meet us at:
Buck Owens Crystal Palace
2800 Buck Owens Blvd. Bakersfield, CA 93308

Plus we love throwing parties for our clients! Bring your spouse and up to 2 guests. 

Due to the expected response and capacity, you MUST RSVP to attend.

We will be discussing:

  • The common misconception of the ups and downs of the market

  • Options for leaving money to beneficiaries (and tax considerations) 

  • BONUSES available if you recently purchased an annuity 

  • Why some investments are riskier than others (and what you can do about it) 

  • Ways to access your money early if you need it 

  • Potential income increase if you need a nursing home or other qualified care 

Dinner served after the speaker. Live country music after the presentation.

If you cannot make it to this exclusive event, but you would like to discuss your accounts, give us a call to set a 20 minute appointment with Creations Financial and Insurance Services.

Come dine with us and our special guest, and get your questions answered. 

We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.

Susan Beth Campbell CA Ins Lic #0H85655
Daniel James Campbell CA Ins Lic #4052434
Creations Financial and Insurance Services
CA Agency Ins Lic #0K54693

Bakersfield Office
Santa Maria Office
Visalia Office
Los Osos Office

*Backed by the claims-paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

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