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Seminars for Financial Confidence
Gain valuable knowledge to navigate tax planning, income strategies and, financial growth with
ease.
FREE ONLINE WEBINAR
IRMAA+ROTH CONVERSION
ZOOM
THURSDAY / JUNE 4, 2026
5:00 PM Session
EXPIRED!
Most pre-retirees and retirees do not get blindsided by the market first. They get blindsided by taxes, Medicare surcharges, and poor withdrawal timing. This workshop shows you where the trap is and how to plan around it.
IRMAA+ROTH CONVERSION WORKSHOP
George Nakano Theater
3330 Civic Center Drive, Torrance, CA 90503
Mon / May 18, 2026
6:00 PM Session
EXPIRED!
Most pre-retirees and retirees do not get blindsided by the market first. They get blindsided by taxes, Medicare surcharges, and poor withdrawal timing. This workshop shows you where the trap is and how to plan around it.
IRMAA+ROTH CONVERSION WORKSHOP
George Nakano Theater
3330 Civic Center Drive, Torrance, CA 90503
Mon / Apr 27
6:00 PM Session
EXPIRED!
Most pre-retirees and retirees do not get blindsided by the market first. They get blindsided by taxes, Medicare surcharges, and poor withdrawal timing. This workshop shows you where the trap is and how to plan around it.
Estate Planning Workshop
Katy Geissert Civic Center Library
3301 Torrance Blvd, Torrance, CA 90503
Sat / Mar 28
10:00 AM Session
EXPIRED!
Mon / Mar 30
6:00 PM Session
EXPIRED!
Join our free estate planning workshop to learn how to protect your assets, avoid probate, and secure your family's future using proven strategies like Wills, Living Trusts, and our 90 in 90 FORMula™.
