We have conducted hundreds of educational events in the Southern California region. Our attendees enjoy the conversational setting and the opportunity to engage in a true learning process. It’s not uncommon at the end of the event to hear our attendees say:

  • “This is the best seminar I’ve ever attended!”
  • “You guys just explain things so well. I finally understand this now.”
  • “Thank you for going slow and really helping me learn what’s important.”
  • “Wow, you really opened my eyes to better possibilities I hadn’t thought of before.”

We value education and the opportunity to serve you. 

To register, click the button below. You will receive a confirmation email within a couple of days. If you have any questions, feel free to call our office at (951) 521-1031 or email


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 24, 2023

3:00p - 5:00p

Victoria Club

Mitigating Risk Through Effective Holistic Planning

The last few years brought significant hardship to many across America. From a global pandemic, to soaring inflation and conflict around the world, many need a steady hand to navigate these difficult times.

Event Registration