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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 13, 2022

12:00p - 1:00p

Zoom Webinar

December 9, 2021

12:00p - 1:00p

Zoom Webinar

November 18, 2021

12:00p - 1:00p

Zoom Webinar

Long-Term Care Planning

Strategies that will provide options to mitigate the cost of a long-term care event. 

October 28, 2021

12:00p - 1:00p

Virtual Zoom Webinar


Will cover the mechanics of Medicare & its cost & plan options.

October 13, 2021

1:00p - 1:30p

HOAG Medicare Supplemental Plans

October 4, 2021

12:00p - 12:30p

Live Webinar

February 5, 2020

3:00p - 4:00p

Patty Contreras

Women, Money, and Power...Take Control

"Women, Money, and Power...Take control of your financial future" Attend this seminar to: -Determine which of the five distinct financial personalities you identify with -Take the first steps to help you become more financially secure -Wealth of information -Network with other business leaders

January 29, 2020

3:30p - 4:30p

Patty Contreras

Navigating Financial Aspects Caregiving

Navigating the Financial Aspects of Caregiving. Have an exit strategy in the event you have a major health event. If you have special needs adult children, how to pay for 24/7 care if you're a working parent.

January 22, 2020

5:00p - 6:00p

Patty Contreras

Re-Engineering Retirement Strategies

Re-Engineering Retirement Strategies/Solutions

November 20, 2019

3:00p - 4:00p

500 Orange Tower

Navigating Financial Aspects Caregiving

Topics: Leveraging assets to cover the cost of a long-term care. If you have aging parents and/or special needs children, this workshops provides solutions that are available to support the cost.

Event Registration

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