My Calendar

Office Hours: Monday - Friday 8:00 AM - 5:00 PM. Evening and Saturday appointments are available upon request. To schedule an appoinment, please call (949) 371-9802. Seminars and Workshops We sponsor a series of free public service seminars which provides you with the input of ideas and thoughts that will assure you a thorough knowledge of your financial, tax, and investment opportunities, and will pave the way to even greater financial success. Some topics include: -- Financial Management: Overcoming the Obstacles to Financial Success -- Preparing for Retirement: Building a Comfortable Lifestyle for Tomorrow -- Taking Control: A Financial Management Workshop for Women -- Your Enterprise: A Seminar For Business Owners -- 401(k) Retirement Plans: Usinge Dynamic Employer-Provided Retirement Plans -- Charitable Giving: Receiving Financial Benefits from Helping Others If you are interested in having a workshop/seminar for your company, church or organization, please call us at (949) 622-5506 or send e-mail. Calendar of Events: Financial Solutions Workshops Have you been frustrated by your investment performance lately? Tired of being a victim to the market swings? It's time to get off the roller coaster ride! This seminar will show you how Modern Portfolio Theory has changed the rules of investing. Asset class investing is designed to help reduce risk while enhancing returns. You will also learn about the advantages of institutional money management. These concepts will help you in planning for your retirement. Seminar Details Seminar Invitation No cost ... No Obligation Date: TBD Location: TBD Seating is very limited. Please Call To Reserve A Seat. To RSVP: Please call (949) 622-5506 We look forward to seeing you at one of our workshops!