Logix Financial Services

05/28/2026

📣 Upcoming Webinars: Why Advance Funeral Planning Matters

Planning ahead is one of the most meaningful ways to ease emotional and financial stress for the people you care about most. 🧡

Join us for a free, informative webinar to discover how advance funeral planning can help:
✔️ Protect your family financially
✔️ Ensure your wishes are honored
✔️ Reduce emotional stress for loved ones
✔️ Prevent family conflict
✔️ Offer flexible options to fit every budget

✨ June Webinar Dates & Registration Links: ✨

📅 Tuesday, June 2
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/June-2-Advance-Planning-Webinar

📅 Thursday, June 4
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/June-4-Advance-Planning-Webinar

📅 Tuesday, June 16
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/June-16-Advance-Planning-Webinar

✨ July Webinar Dates & Registration Links: ✨

📅 Tuesday, July 14
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/July-14-Advance-Planning-Webinar

📅 Thursday, July 16
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/July-16-Advance-Planning-Webinar

📅 Thursday, June 23
⏰ 5:00 PM - 6:00 PM
🔗 https://bit.ly/July-23-Advance-Planning-Webinar

➡️ Reserve your spot at one of our webinars today and take a simple step toward greater peace of mind for you and your loved ones.

05/22/2026

Building your retirement plan should feel less complicated and more achievable. 💡

Join us for a complimentary in-person seminar or online webinar where we’ll cover IRA need-to-knows like:

✔️ IRA rules
✔️ Rollover service options
✔️ Required minimum distribution (RMD) strategies
✔️ How to make an IRA work for you in retirement
✔️ Legacy planning

📅 Wednesday, June 3
🕠 5:30 PM – 7:00 PM
📍 In person at Logix Tarzana Branch or online webinar

➡️ Space is limited, so reserve your spot today and let’s help you start planning for the retirement you’re envisioning.

🔗 In-person Tarzana seminar: https://bit.ly/Logix-Saving-for-Retirement-Tarzana-Seminar
💻 Online webinar: https://bit.ly/Logix-Saving-for-Retirement-Webinar

05/18/2026

Retirement isn't just a finish line; it's also a financial reset. 🔄

Smarter retirement planning goes beyond savings. It's about understanding how your expenses will shift when you step into this next chapter.

❓ Start preparing by asking yourself these questions:

✔️ Will your mortgage be paid off by retirement? 🏡 That one factor alone can reshape your monthly budget.
✔️ What work-related expenses will fall away once you retire?

While some costs may disappear, others may grow, like healthcare, travel, or more money spent on hobbies you've been looking forward to. ✈️🏌️‍♂️

A strong retirement strategy accounts for both: what's leaving your budget and what may be joining it.

Because the goal isn't just to retire. It's to retire comfortably.

👉 Ready to build a plan that fits the life you want? Connect with our Financial Consultants today.
🔗 https://www.logixbanking.com/investments/financial-consultants

05/11/2026

The more you know about IRAs today, the more confident you can feel about retirement tomorrow. 📈

Join us for a complimentary seminar designed to help you better understand:

✔︎ How to make an IRA work for you in retirement
✔︎ Rollover service options
✔︎ Required minimum distribution (RMD) strategies
✔︎ And legacy planning

📅 Tuesday, May 19
🕠 5:30 PM – 7:00 PM
📍 Logix Toluca Lake Branch

➡️ Seats are limited, so RSVP today and start planning for the future you want.
🔗 https://bit.ly/Logix-Toluca-Lake-Saving-for-Retirement-Seminar
📞 (855) 564-4907

04/17/2026

Most Americans don’t have a plan in place to protect and transfer their wealth upon death or incapacity. 😱

✨Join our free Logix Living Trust and Estate Planning Webinar, presented by Affinity Trusts, to learn more about how to help protect what matters most.

📆 Tuesday, April 21
🕤 5:00 – 6:00 PM PT
📍 Online

In this live session, you’ll learn how to avoid probate delays and costs, choose someone to manage your finances and healthcare decisions, and ensure your wishes are honored.

👉 Register today to secure your spot: https://bit.ly/living-trust-and-estate-planning-webinar.

04/13/2026

When it comes to Social Security retirement benefits, the timing of your claim can make a big difference. 💰

Claim early, and your monthly benefit may be reduced. Wait longer, and it could increase over time.

This National Social Security Month is the perfect time to review your strategy. Our Financial Consultants can help you build or adjust your plan to align with your financial goals. ✨

03/26/2026

Your retirement income strategy should be as individual as you are.

👉 Join our free retirement seminar and learn how to make your IRA work smarter for you!

📆 Thursday, April 9
🕚 5:30 PM – 7:00 PM
📍 Logix Palmdale Branch

We’ll cover:
✔️ IRA rules and contribution basics
✔️ Rollover options
✔️ Required Minimum Distribution (RMD) strategies
✔️ Legacy planning considerations

🎟 Space is limited, so secure your seat today: https://bit.ly/Palmdale-IRA-Seminar.
📞 Or call (855) 564-4915

Together, we can help you create a retirement plan that fits your goals and your life.

03/20/2026

Think life insurance is too expensive, or something you don't need yet? 🤔
You may be surprised.

We're debunking five common life insurance myths to help you separate fact from fiction and protect what matters most.

👉 Learn more in our latest blog article.

Discover the truth behind common life insurance myths, including cost, coverage, and eligibility, so you can make informed financial decisions.

03/17/2026

Microsoft Virtual Events Powered by Teams

03/16/2026

Retirement looks different for everyone. Your income plan should too.

👉 Join our free retirement seminar and learn how to make your IRA work smarter for you!

📆 Thursday, March 26
🕚 5:30 PM – 7:00 PM
📍 Logix Calabasas Branch

We’ll cover:

✔️ IRA rules and contribution basics
✔️ Rollover options
✔️ Required Minimum Distribution (RMD) strategies
✔️ Legacy planning considerations

🎟 Space is limited, so secure your seat today: https://bit.ly/Calabasas-IRA-Seminar.
📞 Or call (866) 767-5328

Your retirement should feel clear, confident, and on your terms. Let’s build your plan together.