Events

Small Business Retirement Plan Workshop

📣 Small Business Owners! On September 24th at 5:30 PM, join us in Temecula for a free workshop on retirement plans made simple. Learn about CalSavers, compare 401(k)s, IRAs, and more; plus enjoy charcuterie and drinks while connecting with fellow business owners.

Small Business Retirement Plan Workshop

Learn about the best retirement plan options for your business. Topics include: CalSavers Mandate: state solution 401(k), SIMPLE IRA, SEP IRA, Profit Sharing, Defined Benefit plans Tax benefits and real-world case study Ideal for small business owners seeking to make informed decisions about retirement planning.

Financial Literacy Workshop

Set Financial Goals, Create a Spending Plan, Manage Debt, Protect Your Wealth, Invest, Achieve Financial Stability!

Couples Finance Talk

This workshop is built to help couples, partners, and spouses learn how to build and maintain healthy financial relationships. It is meant to breakdown the taboo about talking about your finances and provide a structure to establish shared goals and boundaries. You will explore your values and relationships with money. This hour-long workshop will be hosted by our Financial Advisor, Ryan James Trantum. 

What's your retirement number?

Retirement isn't an age. It's a number. Find out what your retirement number is by joining our FREE Webinar on August 21, 2024 at 6pm via Zoom!

Investing 101

This seminar is built to help you answer 3 main questions: Why should you invest? How should you invest? How do you discern what you are investing in?

Couples Finance Talk

Let's get this conversation started!

3 Rules For Building a Spending Plan