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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

February 27, 2024

5:00p - 5:45p



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. 

Past Events

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

Event Registration