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