Classes & Seminars
Education is key!
Our 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 2025 classes and webinars:
2025 Retirement Classes
Sep-Oct Classes at FAN
3 Tuesdays: Sep 16, 23 & 30 from 6:30pm to 9:15pm
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2 Saturdays: Sep 27 & Oct 4 from 8:30am to 1:00pm
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2 Saturdays: Oct 11 & 18 from 8:30am to 1:00pm
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Sep Classes at Irvine Valley College
3 Wednesdays: Sep 10, 17 & 24 from 6:30pm to 9:15pm
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3 Thursdays: Sep 11, 18 & 25 from 6:30pm to 9:15pm
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2 Saturdays: Oct 13 & 20 from 8:30am to 1:00pm
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Sep-Oct Classes in Mission Viejo
3 Wednesdays: Sep 24, Oct 1 & 8 from 6:30pm to 9:15pm
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2 Saturdays: Sep 20 & 27 from 8:30am to 1:00pm
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FAN Corporate Trustee Services Webinar
We are offering a FAN Corporate Trustee Services Webinar on:
Wed, May 14, 2025 at 6:00pm PT
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FAN Plan Basic Training Webinar
We are offering a FAN Plan Basic Training Webinar on:
Wed, May 21, 2025 at 6:00pm PT
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ID Theft Prevention Webinar
Property Inheritance Webinar
Investments Webinar
Social Security & Medicare Webinar
We are offering a Social Security & Medicare Webinar on:
Wed, Oct 15, 2025 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, Oct 22, 2025 at 6:00pm PT
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Tax Update Webinar
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.