Estate Planning
Master Class
Community Education Workshops
Interested in taking your family's finances to the next level? Attend a financial education Master Class.
Community Education Workshops
Interested in taking your family's finances to the next level? Attend a financial education Master Class.
You’re Invited!
Join us for 1-Hour of FREE financial education at our local Master Class workshops in Orange County, CA.
Come learn from real experts about the most important financial strategies and tips that apply to you.
Irvine, CA
Morning Class:
Monday, June 23, 2025 – 10:00AM
Evening Class:
Wednesday, June 25, 2025 – 6:00PM
*Both Sessions Include Catered Meals*
Learn from our expert estate planning attorney about the differences between a Trust and a Will, and whether or not you should have one. We also introduce some simple planning strategies to ensure your assets and loved ones are protected, review how different investments are handled in your estate, and discuss the important tax considerations you should be thinking about when it comes to your legacy.
Retirement
Master Class
Irvine, CA
Morning Class:
Tuesday, July 29, 2025 – 10:00AM
Evening Class:
Wednesday, July 30, 2025 – 6:00PM
*Both Sessions Include Catered Meals*
Whether you’ve already retired, are thinking about retiring, or just want to be prepared for what’s ahead – you will not want to miss this workshop. Join our retirement planner as he guides the classroom through some of the most common retirement pitfalls and how to avoid them. In this workshop you will learn strategies for maximizing your Social Security, minimizing taxes throughout retirement, Medicare 101, Retirement Account 101, and investment strategies for long-term retirement success.
Career Change
Master Class
Irvine, CA
Morning Class:
Monday, August 25, 2025 – 10:00AM
Evening Class:
Wednesday, August 27, 2025 – 6:00PM
*Both Sessions Include Catered Meals*
If you’ve ever changed jobs, you know first-hand the number of financial decisions you’ll need to make during a career change. Join our expert financial advisor in learning the specific strategies for navigating a smooth job transition. We will cover important topics such as: how to protect your 401(k) or Retirement plans, options for Health Insurance and COBRA, Severance Pay, California State EDD benefit options, and important tax considerations for your family.
Workshop Information:
Click the questions below to learn more about our workshop series throughout Orange County.
What are these workshops about?
Each month we host an educational workshop on a specific financial topic. Our classes are structured to include both basic fundamentals, as well as more advanced strategies and tips. You are guaranteed to learn something new!
How long is each class?
Each class runs about 45 minutes in length, followed by an additional 15 minutes of active Q&A with the audience.
Where are they located?
We host our workshops at community centers, university campuses, and public libraries in the local communities around our offices.
Are they really free? Is there any comittment?
Yes, really! We do not ask for any commitment to register or attend our workshops. In fact, if you're interested, attend them all and bring a friend! All we ask is that you come ready to learn.
Can I bring my spouse? How about a friend?
What a great idea! We invite you to bring your spouse, a family member, friend, neighbor, or anyone who you think this information might be helpful for.
What about parking?
We got you covered! We specifically select convenient locations with free parking and easy accessibility. There is no cost for parking. For specific parking instructions, please see the specific event's calendar page.
Ready? Let's get you signed up.
Use the links below to reserve your seat!
Register today and we'll see you in our next class!
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