Community Education

We offer courses in these areas:

(Each workshop is approximately 45 to 60 minutes long with a Q&A session.)

STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS

RETIREMENT AND TAX CODE CHANGES

ALTERNATIVES TO THE STOCK MARKET

Locations:

Southside Community Center Camden Community Center Almaden Community Center Berryessa Community Center Evergreen Community Center

Want us to speak in your area? Contact us today!

UPCOMING EVENTS:

November 6
Year-End Tax Planning Workshop
6:00 pm | Willow Glen Community Center
November 7
Year-End Tax Planning Workshop
6:00 pm | Willow Glen Community Center

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Join one of our webinars!

Discover how we can help your employees plan for their futures.

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