Classes & Seminars

Education is key!

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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:

Classes & Seminars

Education is key!

2025 Retirement Classes

Sep-Oct Classes at FAN

3 Tuesdays: Sep 16, 23 & 30 from 6:30pm to 9:15pm

2 Saturdays: Sep 27 & Oct 4 from 8:30am to 1:00pm

2 Saturdays: Oct 11 & 18 from 8:30am to 1:00pm

Sep Classes at Irvine Valley College

3 Wednesdays: Sep 10, 17 & 24 from 6:30pm to 9:15pm

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

2 Saturdays: Oct 13 & 20 from 8:30am to 1:00pm

Sep-Oct Classes in Mission Viejo

3 Wednesdays: Sep 24, Oct 1 & 8 from 6:30pm to 9:15pm

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

FAN Plan Basic Training Webinar

We are offering a FAN Plan Basic Training Webinar on:

Wed, May 21, 2025 at 6:00pm PT

ID Theft Prevention Webinar

We are offering an ID Theft Prevention Webinar on:

Wed, Sep 3, 2025 at 6:00pm PT

Property Inheritance Webinar

We are offering a Property Inheritance Webinar on:

Wed, Oct 1, 2025 at 6:00pm PT

Investments Webinar

We are offering an Investments Webinar on:

Wed, Oct 8, 2025 at 6:00pm PT

Social Security & Medicare Webinar

We are offering a Social Security & Medicare Webinar on:

Wed, Oct 15, 2025 at 6:00pm PT

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

Tax Update Webinar

We are offering a Tax Update Webinar on:

Wed, Oct 29, 2025 at 6:00pm PT