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Educational Seminars
 

Educational Seminars
Check out our current seminars and enroll today.

But What If I Live? The American Retirement Crisis for Women - Register Now | Cancel Registration

There are seven key challenges affecting all Americans born roughly between 1946 and 1964, who expect to retire in the next 10 years. Learn what they are and how to overcome them, financially, for the rest of your life.

Date: 09/13/2008
Time: 9:30 - 11:00am

Location:
144 Second Street
Mezzanine
San Francisco, CA



Check out our current seminars and enroll today.

College Savings Strategy - The 529 Plan - Register Now | Cancel Registration

We can help you develop a college savings strategy that will help meet your needs. Given the high cost of education funding today, it's more important than ever for families to start saving for college as early as possible. Learn how the 529 plan can help with educational expenses such as tuition, fees, books, on or off campus room and board, and even certain expenses for special needs students, free from federal income tax.

Date: 10/08/2008
Time: 6:30 - 8:00pm

Location:
6001 Lone Tree Lane Suite T-110
Brentwood, CA



Check out our current seminars and enroll today.

The Truth About Estate Planning and Living Trusts - Register Now | Cancel Registration

This workshop reviews the principles of estate planning in an entertaining and understandable way. Featuring Author/Attorney Steve Davidson, a nationally recognized expert in estate planning, this workshop uses stories and humor instead of legal jargon to explain the opportunities and pitfalls of this complicated but important area.

Date: 09/24/2008
Time: 6:30 - 8:00 pm

Location:
6001 Geary Street
San Francisco, CA



Check out our current seminars and enroll today.

The Truth About Estate Planning and Living Trusts - Register Now | Cancel Registration

This workshop reviews the principles of estate planning in an entertaining and understandable way. Featuring Author/Attorney Steve Davidson, a nationally recognized expert in estate planning, this workshop uses stories and humor instead of legal jargon to explain the opportunities and pitfalls of this complicated but important area.

Date: 10/08/2008
Time: 6:30 - 8:00 pm

Location:
1405 Noriega Street
San Francisco, CA



Check out our current seminars and enroll today.

What Women Need to Know NOW About Long Term Care - Register Now | Cancel Registration

The cost and uncertainty of needing LTC insurance keeps most women from planning for financial security in this final life stage. Come and learn how simple it is to prepare now for both you and your family's future.

Date: 10/11/2008
Time: 9:30 - 11:00 am

Location:
144 Second Street
Mezzanine
San Francisco, CA



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