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Market Investing in Turbulent Times- Education Event July 17th. Starts at 6pm at Ponte Winery

Ponte Winery in the Barrel Room

35053 Rancho California Rd, Temecula CA 92591

Please arrive at 5:45 PM to Check-in.

Name

First

Last

Email *

Phone *

Spouse/Partner First Name

First

Last

Client Meal Selection *

Grilled Top Sirloin
Roasted Chicken Breast
Blackened Mahi Mahi
Vegetable Lasagna

Spouse/Partner Meal Selection

Grilled Top Sirloin
Roasted Chicken Breast
Blackened Mahi Mahi
Vegetable Lasagna

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(800) 366-0319
Info@MarathonGroupFinancial.com

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MG Financial & Insurance Solutions, Inc. dba Marathon Group Financial, CA Ins Lic# OK42939

Lisa Brumfield CA Ins Lic #0820814

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24641 Washington Ave.
Murrieta, CA 92562

100 E. San Marcos Blvd., Ste. 400
San Marcos, CA 92069

12526 High Bluff Dr., Suite 300
San Diego, CA 92130

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Lisa Brumfield, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management (GWM), an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. GWM and Marathon Group Financial Inc, are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by MG Financial & Insurance Solutions, Inc. dba Marathon Group Financial, CA Insurance License #OK42939, and Lisa Brumfield, CA Insurance License #0820814.

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