Events
Please see below for a list of events we are hosting. If you are interested in attending any of our live events that we host on a monthly basis please call Rachel at (909)981-1720 to inquire about availability.
If you are interested in having us speak at one of your group or employer events please contact us to discuss how we can bring value and timely information in regards to retirement planning, tax efficient saving strategies, estate planning and a variety of other topics.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 28, 2024
6:30p - 8:00p
Fleming's Rancho Cucamonga
February 29, 2024
6:30p - 8:00p
Fleming's Rancho Cucamonga
February 28, 2024
6:30p - 8:00p
Fleming's Rancho Cucamonga
February 27, 2024
5:00p - 5:45p
Webinar
Retirement Challenges for Today's Generation - On-Demand Webinar
Marc Rogers and Philip Board will discuss some fears and concerns many people have when approaching retirement.
March 24, 2020
6:30a - 8:00a
Goldy S. Lewis Community Center
March 18, 2020
6:30p - 8:00p
La Verne Community Center
November 12, 2019
6:30p - 8:00p
Claremont High School
Savvy Social Security Planning
Savvy Social Security Planning for Boomers