I’m passionate about empowering others to get the most out of their finances, and their lives.
I also believe in the importance of community, and coming together in support of our individual and group betterment. As such, I’m proud to host monthly events designed to create clarity by simplifying complex topics surrounding wealth. These events are all offered on a complimentary basis, and are geared towards those who have spent time and effort accumulating wealth, and now want to learn more about the issues surrounding their finances, and how to make the most of their money for the long-term.
I strive to create events that offer education and guidance, all while fostering a warm and welcoming social environment you can really enjoy. You can expect plenty of good conversation woven in amongst the more formal presentations in my office, as well as, convenient 30 minute webinar presentations you can watch from anywhere.
In office events are held here at our lovely office in Carlsbad, with it’s light and airy rooms and tasteful decor. Spaces for in office events are limited to 14 people, so please be sure to RSVP and reserve your place to avoid disappointment. If you would like to attend an in office event or webinar, please use the links below to RSVP.
Effective tools to assist you as you prepare your budget for retirement, manage income and expenses, calculate your net worth, and plan for significant long-term medical and health care coverage including long-term care.
Learn the basics of distribution planning from employer-sponsored retirement accounts and how to mitigate the impact of taxes on retirement income. Withdrawals, lump-sum distributions, rollovers and required minimum distributions (RMDs) are also covered.
According to research, one out of every two Americans turning age 65 today will need coverage to help pay for the expenses of a long-term care event some time during their lifetime, and one out of three individuals over age 85 will suffer some form of Alzheimer’s.
Longevity planning is an important aspect of your finances. We’ll explore the value of long-term care expense planning for you and your family members.
Please check back for future in office events
If you would like any more information on these events, please get in touch and I’ll be happy to answer your questions.