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Events

Reserve your seat for one of our upcoming workshops.  We discuss timely matters like:

Maximizing Social Security 

Tax Planning

Women and Investing

Creating a Safe Income Stream for Retirement

Principles of Retirement Planning

We Teach a Variety of Financial Courses throughout the Year

July 23, 2019

6:00p - 8:00p

Poinsettia Pavilion, Santa Paula Room

Maximizing Social Security July 23, 2019

This class will answer your questions about how and when to file for Social Security to get the most benefits possible.

July 27, 2019

9:00a - 11:00a

Thomas Swan

Maximizing Social Security July 27, 2019

This class will answer your questions about how and when to file for Social Security to get the most benefits possible.

Event Registration

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