FUTURE LEGACY

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San Jose, CA 95119
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Tel:
669-205-7130

Fax:
669-205-7180

E-mail:
marika@futurelegacy.com

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Current Issues

ED SLOTT RETIREMENT PLANNING CERTIFICATE

ED SLOTT, CPA, a nationally known author, TV host, and educator was named "The Best source for IRA advice" by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds magazine. He established the IRA Leadership ProgramSM which was developed specifically to help financial institutions, advisors, advisory firms, and insurance companies to become recognized leaders in the IRA marketplace.

Marika Somorjai received the "Certificate of Advanced Retirement Distribution Planning" from Ed Slott in 2006 and keeps up-to-date with the latest IRA Planning issues ever since. Marika is popular speaker at Attorney, CPA, and other professional meetings regarding the investment aspects of their business. She is available to speak on the subject – please call for schedule.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are required to limit access of the following pages to individuals residing in California, Nevada, New York and Michigan, where we are currently registered.

Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Cambridge and Future Legacy are not affiliated. California Ins. Lic.: OCO4138

While the tax and legal guidance provided is based on our understanding of current laws, the information is not intended as tax or legal advice and should not be relied upon as such. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

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