As tax season approaches, we invite you to attend a series of educational seminars we are hosting again this year with Able-Wagner Tax. Please join us at the Yorba Linda Community Center to learn insights to help you avoid the common and sometimes costly mistakes associated with creating trusts, planning for college and investing in uncertain times. We will answer your questions and clear up common misconceptions. Friends and family are welcome to attend, and refreshments will be served. RSVPs are appreciated. We look forward to seeing you!

  • Wednesday, January 23, 6:00 pm -- Trusts
  • Tuesday, February 19, 6:00 pm -- Planning for the Costs of College
  • Wednesday, March 20, 6:00 pm -- Protecting and Growing Your Wealth: Investing in Uncertain Times

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For information & to RSVP:



Coming March 20--Protecting and Growing Your Wealth: Investing in Uncertain Times

This presentation is designed for investors at all levels, helping you to stay focused and protect and grow your nest egg. In the face of rising interest rates, an uncertain political climate, and volatility in the stock market, how do you ensure that you are making wise investment choices?  

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Some topics to be covered include:

  • You’re just starting out—what do you need to know about investing?
  • You’re approaching retirement—should you be changing how you’re investing?
  • How do you cope with market corrections and volatility?
  • Understanding stocks, bonds, mutual funds, and ETFs and their role in your portfolio
  • What are the things you do have control over and how do you make wise long-term investment decisions?

Tuesday, February 19 -- Planning for the Costs of College Seminar

This presentation is designed for parents and grandparents and will give you a clear picture of the college price tag in the years to come, how to save for the costs of college, legacy planning for multiple generations, and financial aid and student loan options.


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Some topics to be covered include:

  • 529 and other college savings accounts and how parents and grandparents can leverage the benefits
  • How the “higher than average” inflation rate for tuition affects saving for college expenses
  • The importance of planning ahead for filling out the FAFSA and applying for financial aid
  • Additional tax benefits and credits to offset college costs

January 23 Trust Seminar Recap

On January 23, we presented a Trust seminar with Able-Wagner Tax at the Yorba Linda Community Center. Seminar attendees learned about what’s included in a trust, how to determine whether or not they need one, and how to avoid costly titling mistakes. It always inspires us to get out into the community and impact people's lives by sharing our knowledge, enabling people to better manage their money and enjoy their lives of abundance. We look forward to seeing you at our upcoming seminars! 

Tuesday, February 19, 6 pm--Planning for the Costs of College
Wednesday, March 20, 6 pm--Protecting and Growing Your Wealth: Investing in Uncertain Times

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Wednesday, January 23 -- Trust Seminar

This seminar is designed for not only those who may need to create a Living Trust, but for those who already have one and want to learn how to best manage it, or who have questions about the ins and outs of what’s included. 

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Some topics to be covered:  

  • Types of trusts
  • Do I need a trust if I don’t have children or own property?
  • What assets should be (and should not be) put into a trust?
  • Can you avoid probate without having a trust?
  • How frequently should a trust be reviewed?
  • Are there any tax benefits to setting up a trust?
  • How to avoid common titling mistakes


2018 Holiday Soiree

In the spirit of the holiday season, we opened our office the evening of December 6, 2018 for our first Holiday Soiree. About 50 guests enjoyed delicious hors d'oeuvres and drinks, as well as experienced a fine whisky tasting with Whisky Expert Ray Pearson. We were happy to see so many familiar, friendly faces who braved the flooded streets during a Southern California rainstorm that evening! Wishing a healthy and happy holiday season to all. 

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