Registration

Register for an upcoming informative open discussion with Q&A ​about the latest retirement topics you're interested in.

"The Current State of
The Stock Market & The New Tax Law"

- YOU WILL LEAVE WITH A WEALTH OF KNOWLEDGE ABOUT THE LITTLE-KNOWN FACTS THAT CAN MAKE OR BREAK YOUR RETIREMENT

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Event hosted by

Daniel B Shub,
​AIF®, RFC®
Wealth Advisor & Founder

Daniel Shub is a 20 year veteran of the financial industry. He is the Founder of OCTO Capital Wealth Management, an independent wealth management and retirement planning firm.

Daniel is the author of the book, "Simple Steps To Wealth in Retirement" and contributor to Kiplinger.com
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His approach to helping clients achieve their important goals has been highlighted in countless newspaper articles, radio and TV programs, including Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country.

Daniel holds the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, has passed the Series 65 and 63 securities exam and holds an Insurance license.

Daniel and his family make their home in Franklin, Michigan. As a husband, father, business owner and financial professional, Daniel knows the value of trust, understanding, and close relationships.

Please note, your reservation is not valid until confirmed by our representative. We will contact you within one business day to confirm your information and reservation. If we are unable to reach you to confirm the information provided, your reservation will not be valid.

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Or Call 248-590-0767 to reserve your seat

Investment Advisory Services offered through OCTO Capital, LLC a Registered Investment Advisor in the state of MI. No products will be sold and while attendees are welcome to schedule individual meetings, there is no obligation to do so. Strategies mentioned are recommended for those in or nearing retirement with at least $250,000 in retirement assets. These events are designed for individuals ages 50 and above. All attendees should be nearing retirement or currently in retirement. These events are designed solely for individuals looking to obtain financial information and or advice. If you have attended in the last 12 months we ask that you wait until our next invite is published or request to be put on the wait list. Our policy is to give preferential seating to first time attendees. If you are a financial advisor or if you are in the financial services industry we ask that you kindly extend a professional courtesy and not attend. Any broker/advisor who attends will be assessed a $1,000 educational training fee. If you have special needs or require special accommodations please tell your RSVP operator and someone from our office will call you back quickly. All reservation are subject to organizers approval. Not affiliated with Social Security Administration or any Governmental Agency. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax/legal professional before implementing any strategy discussed herein. All logos and /or photos do not represent an endorsement or affiliation. Past performance is not indicative of future performance.