FREE WORKSHOPS
Are You Ready for Retirement?
We are all unique individuals with different goals and dreams. In your late 50’s and early 60’s is the time to consider - if you haven’t already - what that dream looks like. Now, do your financials align with this dream?
Markets and Economic Forecast
Tom Galvin, CIO of City National Rochdale. Knowledge is power!
Managing Your Lifestyle
Want to learn 3 small changes that can potentially add a significant financial impact over your lifetime
towards your retirement? Learn the key elements needed to achieve your goals for today and into tomorrow.
Big Life Shifts
In a time of big life shifts, the last thing you want to think about are documents, calling specialists, and anything unrelated to JUST being with your loved ones. Do you know the vital documents and the actions necessary to provide your family with a smooth transition should you become ill or pass away? Come learn the financial and legal benefits of Estate Planning with this great duo - Bill and Roxanne Blade. We will make it easy to understand and not heavy... PROMISE!