Broker Check

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.

Event Registration