If you’d like to learn more about integrating component of comprehensive wealth management, we invite you to attend our “Learn to Discern” series of free educational classes, which will be held monthly every first Thursday and third Tuesday at our office from 6pm until 7:30pm. Here is the schedule:
1st series – Financial Planning & Investment Options
- Thursday, March 1, 2018 or repeated on:
- Tuesday, March 13, 2018
2nd series – Investments & Taxes
- Thursday, April 5, 2018 or repeated on:
- Tuesday, April 17, 2018
3rd series – Insurance / Annuity Options & Taxes & Estate Planning
- Thursday, May 3, 2018 or repeated on:
- Tuesday, May 15, 2018
Light dinner will be served.
Please call (818) 248-2999 to reserve your seat! Feel free to bring friends and family.
We are looking forward to see you at our educational classes!