Educational Workshops

We’re committed to helping you make informed decisions about your financial future.

We hold in-depth education workshops for the community and invite clients to attend these as well. We offer two different courses to meet your retirement planning goals.

These courses consist of several hours of classroom instruction covering a broad range of retirement planning topics and are held at local colleges and universities. All instruction is provided in a casual setting and is led by one of our own financial advisors who will bring their practical experiences and insights to the detailed course material.

All workshops include a comprehensive course text for participants to take home.

Please contact us for details.


Upcoming Workshops

  • Tue
    18
    Sep
    2018

    Educational Workshop

    6:30 pmCal Poly Pomona
  • Thu
    20
    Sep
    2018

    Educational Workshop

    6:30 pmCal Poly Pomona

    Click here for directions

  • Sat
    22
    Sep
    2018

    Educational Workshop

    9:00 amCal Poly Pomona

    Click here for directions

  • Tue
    25
    Sep
    2018

    Educational Workshop

    6:30 pmChaffey College – Rancho Cucamonga
  • Thu
    27
    Sep
    2018

    Educational Workshop

    6:30 pmChaffey College – Rancho Cucamonga
  • Sat
    29
    Sep
    2018

    Educational Workshop

    9:00 amChaffey College – Rancho Cucamonga
  • Tue
    30
    Oct
    2018

    Educational Workshop

    6:30 pmChaffey College – Chino
  • Thu
    01
    Nov
    2018

    Educational Workshop

    6:30 pmChaffey College – Chino
  • Sat
    03
    Nov
    2018

    Educational Workshop

    9:00 amChaffey College – Chino
  • Tue
    27
    Nov
    2018

    Educational Workshop

    6:30 pmCal Poly Pomona

    Click here for directions

  • Thu
    29
    Nov
    2018

    Educational Workshop

    6:30 pmCal Poly Pomona

    Click here for directions

  • Sat
    01
    Dec
    2018

    Educational Workshop

    9:00 amCal Poly Pomona

    Click here for directions

Register for an event

Fill out the information below to save your seat at an upcoming event or workshop!




Which event would you like to attend?