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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 EDUCATIONAL WORKSHOPS / WEBINARS
Live Workshop or Webinar
RMD's, Taxation & Their Effect on Social Security & Retirement Income?
June 14th @ 6:30 p.m.
Location: San Clemente Community Center
100 N Calle Seville, San Clemente, CA 92672
May 25th @ 10:00 a.m.
Location:Your Desktop, Tablet or Smart Phone
6 Things You Need to Know About The New Federal Law
20 Minute presentation comparing 2017 to 2018
April 26th @ 6:00 p.m.
RSVP: firstname.lastname@example.org (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
Can't attend? Complete form below if you would like to be notified for future events .