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
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 14, 2020
9:00a - 1:00p
Ventura Adult and Continuing Education
Principles of Retirement Planning
A Simple to Comprehend Approach to Conservative Retirement Planning
March 4, 2020
6:00p - 8:00p
Ventura Adult and Continuing Education
Maximizing Social Security March 4 2020
This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow and widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and information needed to make decisions about Social Security benefits.
March 3, 2020
6:00p - 8:00p
Ventura Adult and Continuing Education
Maximizing Social Security March 3 2020
This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow and widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and information needed to make decisions about Social Security benefits.
February 8, 2020
9:00a - 1:00p
Ventura Adult and Continuing Education
Principles of Retirement Planning
A Simple to Understand Conservative Approach to Retirement Planning
January 29, 2020
6:00p - 8:00p
Ventura Adult and Continuing Education
Maximizing Social Security Jan 29 2020
This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow and widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and information needed to make decisions about Social Security benefits.
October 26, 2019
9:00a - 1:00p
Poinsettia Pavilion, Santa Paula Room
Principles of Retirement Planning
A Simple to Understand Conservative Approach to Retirement Planning
February 9, 2019
10:00a - 12:00p
Monthly Client Walk
Join us for our regular Second Saturday Client Walk.