2nd Annual Holiday Open House
On the evening of Thursday, December 5, we welcomed more than 40 guests to our second annual Holiday Open House. Everyone enjoyed food, drinks and the entertaining talents of Alexander the magician. We were happy to enjoy the company of so many lovely people. Wishing a happy holiday season to all!
Protecting and Growing Your Wealth: Investing in Uncertain Times -- March 20, 2019
In the face of rising interest rates, an uncertain political climate, and volatility in the stock market, we discussed how you can ensure that you are making wise investment choices. This seminar at the Yorba Linda Community Center, co-hosted with Able-Wagner Tax, was designed for investors at all levels, helping them to stay focused and protect and grow their nest eggs.
Planning for the Costs of College Seminar -- February 19, 2019
Trust Seminar -- January 23, 2019
On January 23, we presented a Trust seminar with Able-Wagner Tax at the Yorba Linda Community Center. 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.
Seminar attendees learned about:
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.