Whether they’ve attend our private workshops or big seminars, our guests walk away with a wealth of beneficial information and valuable tools to help them take control of their investments and finances.

Annuity Basics 101 Workshop

Date/Time: Tuesday, December 5th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049
Registration link: Click here to register!


“Decluttering for a Stress-Free New Year and a New You!” workshop

Date/Time: Thursday, December 7th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049
Registration link: Click here to register!


“How to Reduce, Relieve and Manage Holiday Financial and Family Stress” workshop

Date/Time: Monday, December 11th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049
Registration link: Click here to register!

Lifestyle Series Workshop: ‘How to Live Like a Millionaire When You’re a Million Short’

Date/Time: Tuesday, November 14th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Business Mastery Series Workshop: 17 Strategies That Could Save Your Business Over $100,000 in Spending

Date/Time: Thursday, November 16th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuity Basics 101 Workshop

Date/Time: Thursday, November 9th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuity Basics 101 Workshop

Date/Time: Thursday, October 19th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP: BUSINESS MASTERY SERIES

Facebook Advertising for Beginners

Date/Time: Tuesday, October 24th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Estate Planning Basics 101 Workshop

Date/Time: Thursday, October 26th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


5 Commonly Missed Tax Strategies That Can Potentially Save You Thousands

Date: Wednesday, September 20th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Retiring in Trump’s America: A Different Approach to Securing Your Financial Future

Dates/Times: Tuesday, September 19th at 6:30pm and Tuesday, September 26th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Maximize Your Social Security Benefits

Dates/Times: Tuesday, September 19th at 12pm and Wednesday, September 27th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


The Ultimate Presentation on Tax, Estate and Retirement Income Planning

Date/Time: Tuesday, September 26th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP: BUSINESS MASTERY SERIES

Video Marketing: How to Use Videos to Attract New Customers

Date/Time: Thursday, September 14th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuities: Clarifying and Simplifying The Confusion Behind Them

Date: Wednesday, September 13th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


5 Commonly Missed Tax Strategies That Can Potentially Save You Thousands

Dates/Times: Thursday, August 17th and Wednesday, August 23rd –both at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Maximize Your Social Security Benefits

Dates/Times: Wednesday, August 16th and Tuesday, August 22nd –both at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


The Ultimate Presentation on Tax, Estate and Retirement Income Planning

Dates/Times: Thursday, August 24th and Tuesday, August 29th –both at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Estate Planning Basics 101

Dates/Times: Wednesday, August 23rd at 12pm and 3pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuities: Clarifying and Simplifying The Confusion Behind Them

Dates/Times: Tuesday, August 15th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Maximize Your Social Security workshop

Dates/Times:

  • Wednesday, June 7th at 6:30pm
  • Thursday, June 8th at 6:30pm
  • Tuesday, June 13th at 6:30pm
  • Thursday, June 15th at 6:30pm
  • Tuesday, June 20th at 6:30pm

Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Lifestyle Series: Therapeutic Massage Techniques That Could Drastically Improve Your Health

Date/Time: Wednesday, June 14th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuities: Clarifying and Simplifying The Confusion Behind Them

Date/Time: Wednesday, June 21st at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Women Business Mastery Series: How To Set Powerful Intentions To Make Way For Prosperity and Well-Being

Date/Time:Wednesday, June 28th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Women Business Mastery Series: Set Up Your eCommerce Store in a Weekend

Date/Time: Thursday, May 25th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuities: Clarifying and Simplifying The Confusion Behind Them

Date/Time: Thursday, May 25th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Estate Planning Basics 101

Date/Time: Wednesday, May 24th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


 Women-Only Event: How Can You Get Consistent Returns In Today’s New Economy?

Date/Time: Tuesday, April 25th at 6:30pm and Thursday, April 27th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


The Stock Market: Are You Prepared For The Next Market Correction?

Date/Time: Wednesday, April 26th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Long-Term Care: Planning To PROTECT Your Life Savings!

Date/Time: Wednesday, April 26th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Women Business Mastery Series: How Public Relations Can Help Increase Your Revenue

Date/Time: Thursday, April 27th at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuities: Clarifying and Simplifying The Confusion Behind Them

Date/Time: Thursday, April 20th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Social Security: $10 billion in Social Security benefits go unclaimed every single year! Are You Losing Out on Thousands of Dollars?

Date/Time: Wednesday, April 19th at 12pm & Wednesday, April 19th at 6:30pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


 Education Series: Annuities—What They Won’t Tell You!

Date/Time: March 28, 2017 at 6:15pm and March 29, 2017 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Education Series: Estate Planning Basics—Should You Have One?

Date/Time: March 21, 2017 at 12pm and March 23, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Women Business Mastery Series: Event Planning—Throw a Red Carpet Event in 10 Easy Steps

Date/Time: March 23, 2017 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Build and Protect Your Savings workshop

Date/Time: February 23, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Women Business Mastery Series: Trademarks & Copyrights for the Entrepreneur and Business Owner

Date/Time: February 22, 2017 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Build and Protect Your Savings workshop

Date/Time: February 15, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Lifestyle Series: Traveling Solo, Safe and Smart: Embrace the Journey

Date/Time: February 15, 2017 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuity workshop

Date/Time: February 9, 2017 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Annuity workshop

Date/Time: February 8, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


New Year, New You!

Date/Time: January 31, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


New Year, New You!

Date/Time: January 25, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Women Business Mastery Series: How to Quickly and Easily Create Webpages (Landing Pages) to Help Increase Sales and/or Get Prospective Clients

Date/Time: January 19, 2017 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


New Year, New You!

Date/Time: January 17, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


New Year, New You!

Date/Time: January 12, 2017 at 6:15pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Lifestyle Series: How To Use Social Media To Strengthen Friends and Family Connections

Date/Time: January 11, 2017 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Women Business Mastery Series: How to Use LinkedIn for Business

Date/Time: December 15, 2016 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


CLIENT WORKSHOP

Lifestyle Series: Holiday Style Guide 2016

Date/Time: December 14, 2016 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Dinner with the Author

Date/Time: December 13, 2016 at 6:15pm
Location: Pomona Valley Mining Steakhouse


Dinner with the Author

Date/Time: December 7, 2016 at 6:15pm
Location: Pomona Valley Mining Steakhouse


Dinner with the Author

Date/Time: November 30, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


Dinner with the Author

Date/Time: November 29, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


CLIENT WORKSHOP

Women Business Mastery Series: Facebook Advertising for Beginners

Date/Time: November 17, 2016 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Dinner with the Author

Date/Time: November 10, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


Dinner with the Author

Date/Time: November 3, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


Dinner with the Author

Date/Time: November 1, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


CLIENT WORKSHOP

Clarifying Medicare

Date/Time: October 26, 2016 at 12pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Dinner with the Author

Date/Time: October 25, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


Women, Money and Empowerment

Date/Time: October 20, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


CLIENT WORKSHOP

Social Security Benefits workshop

Date/Time: September 29, 2016 at 12pm and 3pm
Location: 11911 San Vicente Blvd Suite 255, Los Angeles, CA  90049


Women, Money and Empowerment

Date/Time: September 28, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


Women, Money and Empowerment

Date/Time: September 20, 2016 at 6:15pm
Location: Lawry’s The Prime Rib in Beverly Hills


Speaking Engagement at Motion Picture & Television Fund (MPTF)

Date/Time: September 15, 2016 at 2pm
Location: MPTF headquarters

Just Some Of Our Past Events

2015 Client Appreciation Event

Click here to view the pictures!

2014 Client Appreciation Valentine Event

Click here to view the pictures!

Client Cook-Off