Events
Upcoming Events
May 19, 2020 - December 31, 2020
4:30p - 5:30p
On Demand
One emotional mistake at the wrong time can wipe out 20+ years of investment gains!
If you have a financial advisor or money manager who is underperforming in this market do you think they will call you and fire themselves? Learn how to avoid this conflict of interest and costly emotional mistakes that are widespread in the financial industry.
Past Events
July 9, 2020
6:30p - 7:30p
Mount Vernon Canyon Club
Turmoil, Riots, Pandemic: How to Protect your Retirement
Get a second opinion to secure your retirement and minimize taxes: The 6 key components
July 9, 2020
6:30p - 7:30p
Livestream
Turmoil, Riots, Pandemic: How to Protect your Retirement
Get a second opinion to secure your retirement and minimize taxes: The 6 key components
July 7, 2020
6:30p - 7:30p
Livestream
Turmoil, Riots, Pandemic: How to Protect your Retirement
Get a second opinion to secure your retirement and minimize taxes: The 6 key components
July 7, 2020
6:30p - 7:30p
Mount Vernon Canyon Club
Turmoil, Riots, Pandemic: How to Protect your Retirement
Get a second opinion to secure your retirement and minimize taxes: The 6 key components
April 26, 2020 - May 5, 2020
11:00a - 12:30p
Online
Medicare...Choosing The Right Plan
There are many choices that need to be considered.... How do I make the right plan choice for me?
April 24, 2020
10:00a - 11:00a
Online
Are You Going To Outlive Your Income? Webinar
Get a Second Opinion To Secure Your Retirement and Minimize Taxes The 6 key components: Do you fear the markets? How to navigate the volatility and help achieve above-average returns. How to invest in the next 2 years of political turmoil. How to Maximize your retirement. 6 Keys to success. Are you afraid of running out of money during retirement? What needs to change. The 2017 Tax Reform. What new tax strategies are now available to help save thousands and maximize the Social Security you receive. Why avoid Index Annuities. The dangers of Index Annuities. Why Asset Allocation does not work and what does.
April 22, 2020
8:00p - 9:15p
Online
The Tax Code Has Changed Dramatically...
Learn How It May Affect you!
April 20, 2020
2:30p - 3:30p
Online
Social Security Timing
When and how you take your social security could have a dramatic impact on your income Learn how to maximize it!