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
October 17, 2019
6:00p - 8:00p
Poinsettia Pavilion, Santa Paula Room
Maximizing Social Security October 17
Learn How the New Tax Laws Will Affect You and Your 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