Events

Upcoming Events

November 4, 2020

3:00p - 4:00p

Zoom

Register

WEBINAR: Social Security Savvy - Strategies To Help Maximize Your Retirement Income

Including: Which of the 5 withdrawal options is the best fit for you, The 5 Keys To Deciding When To Start, How To Factor In Medicare Choosing when to start Social Security payments may be one of the most important decisions you make in the retirement income planning process. It can have a significant impact on how much guaranteed income you and your spouse receive for life!

November 5, 2020

12:00p - 1:00p

Go To Webinar

Register

Understanding Your Retirement DNA (Kaiser)

Through this program, we are committed to helping you make clear, confident and research-based decisions that achieve results.

November 5, 2020

3:00p - 4:00p

Zoom

Register

November 18, 2020

3:00p - 4:00p

Zoom

Register

WEBINAR: Social Security Savvy - Strategies To Help Maximize Your Retirement Income

Including: Which of the 5 withdrawal options is the best fit for you, The 5 Keys To Deciding When To Start, How To Factor In Medicare Choosing when to start Social Security payments may be one of the most important decisions you make in the retirement income planning process. It can have a significant impact on how much guaranteed income you and your spouse receive for life!

Past Events

October 28, 2020

4:00p - 5:00p

Zoom

WEBINAR: Social Security Savvy - Strategies To Help Maximize Your Retirement Income

Including: Which of the 5 withdrawal options is the best fit for you, The 5 Keys To Deciding When To Start, How To Factor In Medicare Choosing when to start Social Security payments may be one of the most important decisions you make in the retirement income planning process. It can have a significant impact on how much guaranteed income you and your spouse receive for life!

October 22, 2020

3:00p - 4:00p

Zoom

October 8, 2020

3:00p - 4:00p

Zoom

October 5, 2020

1:00p - 2:00p

Outlook Call

J.P. Morgan 2020 Election Outlook Call featuring Guide to the Markets hosted by AIG

Meera Pandit, Global Market Strategist, will discuss the current investment landscape using slides from the 3Q20 Guide to the Markets. Meera will provide a brief update on the U.S. 2020 Election, geopolitical risks and late cycle opportunities and positioning.

March 21, 2020

11:00a - 1:00p

Simmzy's Burbank

February 25, 2020

5:30p - 8:00p

El Pescador

Frontier workshop - El Pescador, Victorville 2/25 @ 5:30pm

Financial Education Workshop Q/A Dinner Workshop at El Pescador

February 20, 2020

5:30p - 8:00p

Black Angus

Frontier workshop - Black Angus, Lakewood 2/20 @ 5:30pm

Financial Education Workshop Q/A Dinner Workshop at El Pescador

February 19, 2020

6:30p - 8:30p

Panda Inn

Frontier workshop - Panda Inn, Ontario 2/19 @ 6:30pm

Financial Education Workshop Q/A Dinner Workshop at Panda Inn

January 28, 2020

5:30p - 8:00p

Black Angus

Prevent These 5 Retirement Fails

Learn how to prevent these 5 Retirement Fails.

January 23, 2020

5:30p - 7:45p

Panda Inn

Prevent These 5 Retirement Fails (copy)

Learn how to prevent these 5 Retirement Fails.

Event Registration