Glendale Office
3430 Ocean View Blvd.
Suite E
Glendale, CA 91208
(818) 248-2999
(800) 841-0717
Fax: (818) 248-9315
Glendora Office
216 N. Glendora Ave.
Suite 203B
Glendora, CA 91741
(626) 771-2927
(800) 841-0717
Fax: (626) 771-2957

EDUCATIONAL EVENTS

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!