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.