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.

If you’re not sure which event will suit you best, our office can help direct you to one that fits your needs. Simply call (951) 386-2062 and speak with someone in our office.

Seating at the restaurants are limited so reserve your seats now. Our office will contact you shortly thereafter to confirm your registration.

Lunch or dinner are provided at No Cost to you. We look forward to an enjoyable event that will help you and your family learn and address financial topics that matter most.