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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 EDUCATIONAL WORKSHOPS / WEBINARS

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

LIVE WORKSHOP

June 14th @ 6:30 p.m.
Location: ​San Clemente Community Center
100 N Calle Seville, San Clemente, CA 92672

LIVE WEBINAR

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


Webinar

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:
webinar-info@coliday.com  (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 .