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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.

Request information on our upcoming workshops 

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