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Upcoming Events

  • Annuities as an IRA Investment Option
    Annuities as an IRA Investment Option
    Wed, Oct 23
    Webinar
    Oct 23, 2024, 7:00 PM – 7:30 PM PDT
    Webinar
    Oct 23, 2024, 7:00 PM – 7:30 PM PDT
    Webinar
    A deferred annuity is one of several investment options you can choose from to fund your IRA.
  • Financial Tips for Unmarried Couples
    Financial Tips for Unmarried Couples
    Fri, Oct 18
    Webinar
    Oct 18, 2024, 7:00 PM – 8:00 PM PDT
    Webinar
    Oct 18, 2024, 7:00 PM – 8:00 PM PDT
    Webinar
    If you are in a long-term, committed relationship, you have many of the same financial concerns as married couples. However, you lack many legal protections and advantages that married couples enjoy. You will learn some tips that can help you and your partner stay on the road to financial security
  • Merging Your Money When You Marry....
    Merging Your Money When You Marry....
    Fri, Oct 11
    Webinar
    Oct 11, 2024, 7:00 PM – 8:00 PM PDT
    Webinar
    Oct 11, 2024, 7:00 PM – 8:00 PM PDT
    Webinar
    We will cover, financial goals, budgeting, bank accounts--separate or joint, credit cards, benefit of life Insurance. Meeting ID: 881 9908 7272 Passcode: 095329
  • Life Insurance Awareness Month (2)
    Life Insurance Awareness Month (2)
    Fri, Sep 27
    On Zoom
    Sep 27, 2024, 7:00 PM PDT
    On Zoom
    Sep 27, 2024, 7:00 PM PDT
    On Zoom
    Life insurance awareness refers to efforts to educate individuals about the importance, benefits, and type of life insurance policies. The goal is to help people understand how life insurance can provide financial security to their families and loved ones in the event of death or serious illness.
  • Life Insurance Awareness Month (1)
    Life Insurance Awareness Month (1)
    Fri, Sep 20
    On Zoom
    Sep 20, 2024, 7:00 PM PDT
    On Zoom
    Sep 20, 2024, 7:00 PM PDT
    On Zoom
    Life insurance awareness refers to efforts to educate individuals about the importance, benefits, and type of life insurance policies. The goal is to help people understand how life insurance can provide financial security to their families and loved ones in the event of death or serious illness.
  • Life Insurance Awareness Month
    Life Insurance Awareness Month
    Fri, Sep 13
    On Zoom
    Sep 13, 2024, 7:00 PM PDT
    On Zoom
    Sep 13, 2024, 7:00 PM PDT
    On Zoom
    Life insurance awareness refers to efforts to educate individuals about the importance, benefits, and type of life insurance policies. The goal is to help people understand how life insurance can provide financial security to their families and loved ones in the event of death or serious illness.
  • Life Insurance Awareness Month Event
    Life Insurance Awareness Month Event
    Fri, Sep 06
    Meeting ID: 884 7226 1418 Passcode: 2XYQb0
    Sep 06, 2024, 7:00 PM – 8:00 PM PDT
    Meeting ID: 884 7226 1418 Passcode: 2XYQb0
    Sep 06, 2024, 7:00 PM – 8:00 PM PDT
    Meeting ID: 884 7226 1418 Passcode: 2XYQb0
    Life insurance awareness refers to efforts to educate individuals about the importance, benefits, and types of life insurance policies. The goal is to help people understand how life insurance can provide financial security to their families and loved ones in the event of death or serious illness.
  • Estate Planning Workshop - Part 2
    Estate Planning Workshop - Part 2
    Wed, Jun 12
    https://us05web.zoom.us/j/9418773949?pwd=Op
    Jun 12, 2024, 6:30 PM – 7:15 PM
    https://us05web.zoom.us/j/9418773949?pwd=Op
    Jun 12, 2024, 6:30 PM – 7:15 PM
    https://us05web.zoom.us/j/9418773949?pwd=Op
    "Join us for a 20-miute journey into the world of estate planning, we'll uncover the keys to securing your family's future, protecting your assets, and ensuring your wishes are carried out. Learn how to navigate wills, trusts, power of attorney, and more in this informative and engaging session."
  • Estate Planning Workshop - Part 1
    Estate Planning Workshop - Part 1
    Sat, Jun 01
    https://us05web.zoom.us/j/9418773949?pwd=Op
    Jun 01, 2024, 6:00 PM
    https://us05web.zoom.us/j/9418773949?pwd=Op
    Jun 01, 2024, 6:00 PM
    https://us05web.zoom.us/j/9418773949?pwd=Op
    "Join us for a 20-miute journey into the world of estate planning, we'll uncover the keys to securing your family's future, protecting your assets, and ensuring your wishes are carried out. Learn how to navigate wills, trusts, power of attorney, and more in this informative and engaging session."
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