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Classes & Seminars

Education is key!

class-senior-students-300x200 with frameOur team is passionate about teaching and believes that continued education is the key to empowering our clients. We hold relevant classes and seminars regularly so we can make sound decisions together.

The classes and seminars are taught so that our clients understand our key philosophies and know about recent law changes. We cover five main areas of proficiency in our financial planning classes and combine the various areas of your financial life into one important big picture.

View our upcoming 2024 classes and webinars:

2024 Retirement Classes


April Classes at Irvine Valley College


3 Wednesdays: Apr 3, 10 & 17 from 6:30pm to 9:15pm


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3 Thursdays: Apr 4, 11 & 18 from 6:30pm to 9:15pm


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2 Saturdays: Apr 6 & 13 from 8:30am to 1:00pm


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April-May Classes at FAN


3 Tuesdays: Apr 2, 9 & 16 from 6:30pm to 9:15pm


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2 Saturdays: Apr 20 & 27 from 8:30am to 1:00pm


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2 Saturdays: May 4 & 11 from 8:30am to 1:00pm


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September Classes at Irvine Valley College


3 Wednesdays: Sep 11, 18 & 25 from 6:30pm to 9:15pm


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3 Thursdays: Sep 12, 19 & 26 from 6:30pm to 9:15pm


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2 Saturdays: Sep 14 & 21 from 8:30am to 1:00pm


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September-October Classes at FAN


2 Saturdays: Sep 28 & Oct 5 from 8:30am to 1:00pm


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3 Tuesdays: Oct 1, 8 & 15 from 6:30pm to 9:15pm


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2 Saturdays: Oct 12 & 19 from 8:30am to 1:00pm


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Investments Webinar


We are offering an Investments Webinar on:


Wed, Apr 24, 2024 at 6:00pm PT


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Property Inheritance Webinar


We are offering a Property Inheritance Webinar on:


Wed, May 1, 2024 at 6:00pm PT


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Social Security & Medicare Webinar


We are offering a Social Security & Medicare Webinar on:


Wed, Wed, May 8, 2024 at 6:00pm PT


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Corporate Trustee Services Webinar


We are offering a Corporate Trustee Services Webinar on:


Wed, May 22, 2024 at 6:00pm PT


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FAN Plan Training Webinar


We are offering FAN Plan Basic Training Webinar on:


Wed, Aug 21, 2024 at 6:00pm PT


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Health & Wealth Seminar & Livestream


We are offering a Health & Wealth Seminar & Livestream on:


Wed, Aug 28, 2024 at 6:30pm PT


Registration Coming Soon


ID Theft Prevention Webinar


We are offering an ID Theft Prevention Webinar on:


Wed, Sep 4, 2024 at 6:00pm PT


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Tax Update Webinar


We are offering a Tax Update Webinar on:


Wed, Oct 23, 2024 at 6:00pm PT


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Understanding Dementia & Alzheimer's Disease Webinar


We are offering an Understanding Dementia & Alzheimer’s Disease Webinar on:


Wed, Nov 6, 2024 at 6:00pm PT


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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks that include possible loss of principal.