Events
Upcoming Events
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!
Understanding Your Retirement DNA (Kaiser)
Through this program, we are committed to helping you make clear, confident and research-based decisions that achieve results.
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.