News / Upcoming Events

Upcoming Workshops:

 June 30^th:Financial Overview- 5 Fundamentals of Success Wealth Management.  

July 14^th: Introduction to Investing: Investment 101

July 28^th: Protecting Your Wealth: Life Insurance 101 & Disability Income Strategies

August 11^th: College Planning        

All workshops will have light appetizers beginning at 6 PM with the workshop starting at 6:30 PM.

All events will be held at the Hancock International School: 4510 Executive Drive, San Diego, CA 92121                

Please RSVP to Kaitlin Greenheck at (858) 259-6300