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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!

Event Registration