Classes & Seminars

Education is key!

Our team is passionate about teaching and believes that continued education is the key to empowering our clients. We hold relevant classes and seminars regularly so we can make sound decisions together.

The classes and seminars are taught so that our clients understand our key philosophies and know about recent law changes. We cover five main areas of proficiency in our financial planning classes and combine the various areas of your financial life into one important big picture.

View our upcoming 2024 classes and webinars:

Classes & Seminars

Education is key!

FAN Plan Training Webinar

We are offering FAN Plan Basic Training Webinar on:

Wed, Dec 4, 2024 at 6:00pm PT

2025 Events

2025 Retirement Classes

Jan-Mar Classes at FAN

3 Tuesdays: Jan 21, 28 & Feb 4 from 6:30pm to 9:15pm

or

2 Saturdays: Feb 8 & 15 from 8:30am to 1:00pm

or

2 Saturdays: Feb 22 & Mar 1 from 8:30am to 1:00pm

Jan-Feb Classes at Irvine Valley College

3 Wednesdays: Jan 22, 29 & Feb 5 from 6:30pm to 9:15pm

or

3 Thursdays: Jan 23, 30 & Feb 6 from 6:30pm to 9:15pm

or

2 Saturdays: Jan 25 & Feb 1 from 8:30am to 1:00pm

Jan-Feb Classes in Mission Viejo

3 Wednesdays: Jan 22, 29 & Feb 5 from 6:30pm to 9:15pm

or

2 Saturdays: Jan 25 & Feb 1 from 8:30am to 1:00pm

Tax Planning Webinar

We are offering a Tax Planning Webinar on:

Wed, Feb 12, 2025 at 6:00pm PT

Investments Webinar

We are offering an Investments Webinar on:

Wed, Feb 19, 2025 at 6:00pm PT

Property Inheritance Webinar

We are offering a Property Inheritance Webinar on:

Wed, Feb 26, 2025 at 6:00pm PT

Social Security & Medicare Webinar

We are offering a Social Security & Medicare Webinar on:

Wed, Mar 5, 2025 at 6:00pm PT

FAN Corporate Trustee Services Webinar

We are offering a FAN Corporate Trustee Services Webinar on:

Wed, May 14, 2025 at 6:00pm PT

FAN Plan Basic Training Webinar

We are offering a FAN Plan Basic Training Webinar on:

Wed, May 21, 2025 at 6:00pm PT

ID Theft Prevention Webinar

We are offering an ID Theft Prevention Webinar on:

Wed, Sep 3, 2025 at 6:00pm PT

Understanding Dementia & Alzheimer's Disease Webinar

We are offering a Understanding Dementia & Alzheimer’s Disease Webinar on:

Wed, Oct 22, 2025 at 6:00pm PT

Tax Update Webinar

We are offering a Tax Update Webinar on:

Wed, Oct 29, 2025 at 6:00pm PT