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Event Phone: (714) 597-6510

3 Tuesdays: February 21, 28 and March 7 from 6:30-9:15pm Class fee: $64 tuition which includes one workbook. ($59 for student and $5 for guest) Parking pass required ($5/day – bring cash or credit card). Class description: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably (more…)

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Event Phone: (714) 597-6510

3 Thursdays: February 23, March 2 and 9 from 6:30-9:15pm Class fee: $64 tuition which includes one workbook. ($59 for student and $5 for guest) Parking pass required ($5/day – bring cash or credit card). Class description: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and be (more…)

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Event Phone: (714) 597-6510

2 Saturdays: February 25 and March 4 from 8:30am – 1:00pm. Class fee: $64 tuition which includes one workbook. ($59 for student and $5 for guest) Parking pass required ($5/day – bring cash or credit card). Class description: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement (more…)

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Curious about the effects of Social Security on your financial situation? You and your friends are invited to this informative client education event. Learn about how Social Security may affect your individual position. (more…)

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We invite you to our next Investments seminar to cover a more in-depth look at investments. Join us to learn about: Investor psychology Investment types Investment strategies (more…)

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Event Phone: (714) 597-6510

3 Tuesdays: April 25, May 2 and 9 from

6:30-9:15pm Class fee: $64 tuition which includes one workbook. ($59 for student and $5 for guest) Parking pass required ($5/day – bring cash or credit card). Class description: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably (more…)

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Event Phone: (714) 597-6510

3 Thursdays: April 27, May 4 and 11 from 6:30-9:15pm Class fee: $64 tuition which includes one workbook. ($59 for student and $5 for guest) Parking pass required ($5/day – bring cash or credit card). Class description: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably (more…)

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Event Phone: (714) 597-6510

2 Saturdays: April 29 and May 6 from 8:30am – 1:00pm. Class fee: $64 tuition which includes one workbook. ($59 for student and $5 for guest) Parking pass required ($5/day – bring cash or credit card). Class description: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement (more…)

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This seminar will be presented by Nicole Newman of Newman Law Group, our partner attorney. She will provide important details on how to choose the right successor trustee. This is a great opportunity to plan for your loved ones. Nicole’s specialty is guiding families on how to choose the right successor Trustee, even in the (more…)

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With much of your Personally Identifiable Information (PII) online and as technology continues to advance, it is important to protect against identity theft! In this ID Theft Training seminar, we will cover some tips on how to protect yourself against ID Theft. (more…)

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Category: Advisor

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