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Educational Workshop

UPCOMING EVENTS - Workshops & Webinars

For your convenience, I will continue to offer my live workshops (3 years running) as well as adding webinars. I am excited to introduce these products and services to you and to help you secure your insurance, health and financial goals.


Live Workshop or Webinar
RMD's, Taxation & Their Effect on Social Security & Retirement Income?


May 24th @ 6:30 p.m.
Location: Lakeview Community Center - 20 Lake Rd. - Irvine, CA 92604


May 25th @ 10:00 a.m.
Location:Your Desktop, Tablet or Smart Phone

You'll Learn about...

What are the latest Social Security changes?
Each year, the Social Security Administration announces important changes that can have a big impact on retirement income. Learn the latest updates and what you can do now to be prepared.

How can you help reduce taxes in retirement?
Tax reform has been a hot topic since the last presidential election. Learn how you can use the latest tax rules to your advantage and reduce future taxes to help increase "spendable income".

What do 401(k) & IRA owners need to plan for?
As 401(k), 403(b), TSP and IRA accounts have become more popular, the burden has shifted to individuals to make their money last. Learn which ages are most important and the rules you need to know.

How can you reduce risk and increase income?
As you age, looking at the amount of risk you are taking becomes more important. Learn how to help decrease market ups and downs, while generating steady returns and guaranteed lifetime income.

What "6 Questions" do retirees need to answer?
To create a successful retirement income plan, retirees need to answer "6 Important Questions". Learn how Social Security can be the foundation and how to help close additional income gaps.


6 Things You Need to Know About The New Federal Law
20 Minute presentation comparing 2017 to 2018

April 26th @ 6:00 p.m.
Location: Online
RSVP:  (949) 216-8459

During this webinar you will learn about:

  • 2017 to 2018 deduction comparision
  • New personal income tax brackets
  • New personal deduction changes
  • Updates to capital gains tax rates
  • Estate & Corporate taxes

Live Workshop 

Retirement You
Retirement Income Planning: Taking Control of Your Financial Future

May 10th @ 6:30 p.m.
Location: Sea Country Community Center 24602 Aliso Creek Rd, Laguna Niguel, CA 92677
RSVP:  (949) 216-8459

You'll learn about:

  • Social Security - The Foundation for Creating a Successful Retirement Income Plan
  • Types of Qualified Accounts - How Retirement Accounts Have Changed, Current Contribution Limits and Required Minimum Distributions
  • Required Minimum Distributions - Avoiding Tax Penalties & 4 Common RMD Mistakes
  • How Does a “Roth IRA” Work? - Converting, Partial Conversions, Taxes Due, Income Limitations, RMDs??
  • Understanding Indexing - How Indexing Works Using Life Insurance and Annuities to Potentially Reduce Retirement Risks
  • Retirement Income Options - Analyzing Your Current Risk Levels and Creating a Retirement Income Plan
  • 3 Phases of Your Money - Accumulation, Distribution & Preservation
  • Creating Your Income Plan - Using Social Security as the “Foundation of a Successful Retirement Income Plan”

Can't attend? Complete form below if you would like to be notified for future events .