Educational Workshops
Educational Workshops
Financial Strategies & Wealth Creation Today Workshop
To Receive More Details Or To Register For Our Next Event, please click here
This workshop is a an educational course with two three hour sessions (one session per week). It is designed for successful professionals who are looking for a comprehensive and objective approach that will provide them with the necessary tools to meet their long-term financial goals and objectives. Some of the subjects covered include, but are not limited to:
- Life and Wealth Planning
- Retirement Planning Strategies
- Investment Strategies
- Tax Reduction Strategies
- Estate Planning Strategies
- Risk Management Strategies
IMPORTANT: (All Information Presented is strictly 100% Educational. No products or investments will be discussed)
Upcoming Workshops:
Please fill out the information below to request more information on our upcoming workshops or call us at (714) 919-4446.