Questions? Call us:
385-257-2577
REGISTER FOR THE UPCOMING EVENT:
RETIRE BY DESIGN
5 Tools to Strategically Draft Your
PREDICTABLE RETIREMENT
During this event, you'll learn:
  • Little understood strategies to reducing taxes in retirement
  • ​How to protect yourself from the dangers of increasing taxes and market volatility
  • ​How to cut through the complexity of financial options and make simple, smart decisions
  • ​How to reduce unnecessary taxes on your IRA or 401(k)
  • ​How to capture stock market gains without adding any market risk to your portfolio
  • ​Why safety, liquidity and rate of return are critical filters for prudent financial instruments
With over 554 independent reviews, we have an event rating of 9.03 out of 10
- FILL OUT THE FORM OR CALL US NOW TO RESERVE YOUR SEAT - 
Yes, I would like to receive a text mesage reminder with the event details.
SEATING IS LIMITED AT THIS POWERFUL EVENT, RESERVE YOUR SEAT TODAY
 Your information is secure, we value your privacy
Depending upon location, this event will 
start at either 8 am or 1 pm.
We will adhere to COVID-19 best practices and cleanliness standards.
 FREE BONUS GIFTS WHEN YOU ATTEND 
  • One Retire by Design event workbook ($197 value)
  • ​One free copy of Entitlement Abolition ($19 value)
  • ​A copy of our latest book, The LASER Fund ($19 value)
*You'll learn how to get these free gifts when you come to the event*

Register Now to Learn The 5 Tools to Strategically Draft Your
 PREDICTABLE RETIREMENT
MEET YOUR PRESENTERS
Doug Andrew
3 Dimensional Wealth Mentor
Co-Author - The LASER Fund
Emron Andrew
IUL Professional
Co-Author - The LASER Fund
Aaron Andrew
IUL Professional
Co-Author - The LASER Fund
How do you feel about your retirement? 
Read This Before Going ANY Further
From The Desk Of Doug Andrew
The last thing you want during your retirement years is unexpected and unplanned circumstances.

Getting sick, market crashes, medications, rising taxes, and other unplanned expenses can all cause you to prematurely run out of money.
Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.”

While there’s no way out of the first one, but there is something each of us can do to alleviate the second one. I’m not saying we should avoid paying our fair share—taxes are important; if they go toward wonderful things we enjoy in this nation, like education, roads, libraries, safety and security.

However, there’s no need to pay excess tax—and in fact, paying more than necessary can put you at risk of outliving your money at a time when you’ll need it most.

Our goal is to empower you with information to eliminate some of these and other risks that you will face in your financial life. We are holding a Retire by Design event to help you understand how to handle and potentially eliminate these risks during your retirement years.
During our upcoming Retire by Design event, here are some of the topics we’ll address:

• How to avoid losing a significant portion of your tax-savings opportunity
• Why you want to maximize the current short-term tax rates
• The difference between your marginal and effective tax brackets
• The purpose of a strategic rollout
• How tax-free income plays a role in reducing your at-retirement tax bill
• and much more...

Join us as we share some significant tax saving strategies that will help you "Retire by Design" instead of by accident.
When you attend this event, you'll have the opportunity to receive at no cost to you:

1. Retire by Design event workbook ($197 value)
2. One free copy of Entitlement Abolition ($19 value)
3. A copy of our latest book, The LASER Fund ($19 value)

To Your Abundance,
Doug Andrew

REVIEW #114
"This seminar may just have saved my retirement. We lost significantly in the real estate collapse, so the safety of this alternative is simply awesome!"
- Larry F.
REVIEW #119
"The seminar opened our eyes to new opportunities and techniques for preparing for the future. We also liked that it was about more than just money, but about developing a more fulfilling life."
- Renae S.
REVIEW #111
"The information presented in the seminar was eye opening material that I had not previously heard. It gave me hope that my retirement could be much better than I anticipated. I highly recommend this seminar."
- Cheryl D.
UPCOMING EVENTS AND LOCATIONS:
October 25th in Pleasant Hill, CA
FROM 8 am to 2 pm
CUSTOM JAVASCRIPT / HTML
October 25th in Dublin, CA
from 1 pm to 7 pm
CUSTOM JAVASCRIPT / HTML
May 17th in Morgan Hill, CA
FROM 8 AM TO 2 PM

CUSTOM JAVASCRIPT / HTML
May 17th in Palo Alto, CA
FROM 1 PM TO 7 PM

CUSTOM JAVASCRIPT / HTML
May 18th in Danville, CA
FROM 8 AM TO 2 PM
CUSTOM JAVASCRIPT / HTML
May 18th in Orinda, CA
 FROM 1 PM TO 7 PM

CUSTOM JAVASCRIPT / HTML
May 19th in burlingame, CA
 FROM 8 PM TO 2 PM


CUSTOM JAVASCRIPT / HTML
RETIRE BY DESIGN EVENT AGENDA
How do you feel about your retirement? 
Read This Before Going ANY Further
REGISTRATION/CHECK-IN

Authentic Wealth
• Why wealth is more than money
• How to create generational wealth
• Why abundance is more powerful than scarcity

Secrets to a Tax-Free Retirement - Part I
• How to protect yourself from the dangers of increasing taxes and market volatility
• How to diversify and create the foundation for a tax-free retirement
• How you can benefit from tax-free income - examples, case studies and illustrations

Secrets to a Tax-Free Retirement - Part II
• How "zero is the hero" to protect your principal from market loss
• Why a max-funded insurance contract may be right for your situation • How to access a portion of your retirement nest egg tax-free

Lunch or Dinner

Cash Flow Predictability
• How to make your retirement income last as long as you do
• Why 99% of annuities in the marketplace don’t meet our strict requirements
• Discover options that allow you to increase your income during retirement to protect against inflation

Real Estate Optimization
• How to get out of debt the smartest and quickest way
• Why real estate optimization is key to a retirement of abundance
• How sending extra principal payments to the mortgage company may actually be increasing your legal and liquidity risk

REVIEW #205
"...We wish that we would have had this information 20 or 30 years ago. Thank you, Doug, for teaching us how to manage our money intelligently."
-Gloria S.
RETIRE BY DESIGN FAQ's...
  • What about COVID 19?
We simply ask that if you have any symptoms, exposure, or are uncomfortable attending in person that you join us on one of our upcoming webinars which can be easily attended from the comfort of your home. You can learn more and register for a webinar by going to our website: http://3dimensionalwealth.com/events. We are monitoring all local guidelines and will work to ensure a clean and safe environment for you to come and learn. 
  • Should I attend this event?
Yes! Regardless of your financial circumstance, you'll gain insight into some incredible strategies and ways to think about your money. Those that will get the most applicable information from this event typically have $100,000 or more of liquid assets or $200,000 or more accumulated in an IRA, 401k, or other plan. They often have real estate holdings or a significant amount of monthly savings and cashflow they want to utilize more effectively ($500/month or more). 
  • What are the dates for the upcoming "Retire by Design" events?
Wednesday, May 17th in Morgan Hill, CA at 8 am
Wednesday, May 17th in Palo Alto, CA at 1 pm
Thursday, May 18th in Danville, CA at 8 am
Thursday, May 18th in Orinda, CA at 1 pm
Friday, May 19th in Burlingame at 8 am
  • What if the above dates do not work for my schedule?
Please keep an eye on our events page at www.3dimensionalwealth.com/events. Or you can learn more about what we do at www.3dimensionalwealth.com/learn-more.
  • Can I bring my spouse or significant other?
Yes, your reservation includes a seat for your spouse or significant other. We firmly believe that "together we're better." If you have adult children, friends, or colleagues that would like to come, please have them register them separately so they receive their own confirmation and so we can order meals accordingly.
  • What should I wear?
The dress code is business casual for the event. Our meeting room are typically on the cool side, so plan accordingly and bring an additional sweater, wrap, or jacket if you get chilled easily.
  • Will food be served?
Yes, morning events will serve a lunch and our afternoon events will serve dinner. Meals are typically a box lunch or light buffet style meal. If you have special dietary needs, please feel free to bring your own meals.

  • Any other questions?
Call our office at 385-257-2577 or email us at crd@3dimensionalwealth.com

© 3 Dimensional Wealth - All Rights Reserved.
*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.