Online Webcast

Course Information Location: Online Webcast Date: Thursday, 11/7/24 Time: 1:00 pm - 3:00 pm Want to ensure your loved ones are cared for no matter what life brings? Join us for an enlightening journey into estate planning that goes beyond paperwork and documents. Discover the art of making strategic decisions when […]

Course Information Location: Online Webcast Date: Monday, 11/4/24 Time: 10:00 am - 12:00 pm Conquer the art of transitioning into a fulfilling retirement. This class is tailored for those nearing retirement age, providing essential strategies and insights to ensure a secure and satisfying post-work life. Learning Outcomes  Plan out the goals […]

Course Information Location: Online Webcast Date: Tuesday, 10/22/24 Time: 11:00 am - 11:30 am Discover the profound significance of leaving a legacy that goes beyond monetary value. Through this experience, you will gain clarity on the intentional legacy you will leave behind. Uncover valuable insights that will empower you to shape a […]

Course Information Location: Online Webcast Date: Monday, 10/21/24 Time: 10:00 am - 12:00 pm In today's world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but thrive in its face. Unearth smart saving techniques, craft realistic […]

Course Information Location: Online Webcast Date: Thursday, 10/17/24 Time: 10:00 am - 12:00 pm Secure your retirement from the outset of your career. This class equips early-career professionals with essential retirement planning strategies, empowering you to build financial stability and peace of mind for your retirement years. Learn how to set […]

Course Information Location: Online Webcast Date: Tuesday, 10/1/24 Time: 9:00 am – 11:00 am Are you looking to secure your financial future? This course helps you grasp the ins and outs of Social Security. While this program is often associated with retirement, understanding it is crucial at every stage of life. […]

Course Information Location: Online Webcast Date: Wednesday, 9/18/24 Time: 2:00 pm – 2:30 pm Are you curious about the FIRE (Financial Independence, Retire Early) movement? Dive into the world of early retirement and financial freedom in this short, eye-opening course. Discover the principles behind FIRE, learn how to calculate yourFIRE number, and […]

Course Information Location: Online Webcast Date: Wednesday, 9/18/24 Time: 10:00 am - 10:30 am Embark on a journey of self-discovery in Discovering Your Money Mindset. Uncover how diverse influences shape your attitudes and beliefs about finances, profoundly impacting your money decisions and fostering a deeper understanding of your relationship with money. Learning […]

Course Information Location: 100 Marine Parkway - Suite 160, Redwood City, CA 94065 Date: Thursday, 9/12/24 Time: 9:30 am – 11:30 am This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you're just starting your career, mid-career, or approaching retirement, you'll gain insights and strategies to […]

Course Information Location: Online Webcast Date: Tuesday, 8/20/24 Time: 2:00 pm – 4:00 pm Unlock the full potential of tax reduction strategies in this course. Dive deep into the array of benefits, including credits and deductions, available for optimizing your tax planning. Explore how tax considerations impact retirement, employee benefits, investments, family planning, […]