Office Hours: Monday - Friday 8:30 AM - 5:00 PM.
Evening and Saturday appointments are available upon request.
To schedule an appointment, please call (714) 204-0299.
Seminars and Workshops
We sponsor a series of free public service seminars which provides you with the input of ideas and thoughts that will assure you a thorough knowledge of your financial, tax, and investment opportunities, and will help pave the way to greater financial success. Some topics include:
- Financial Management: Overcoming the Obstacles to Financial Success
- Preparing for Retirement: Building a Comfortable Lifestyle for Tomorrow
- Taking Control: A Financial Management Workshop for Women
- Your Enterprise: A Seminar For Business Owners
- 401(k) Retirement Plans: Usinge Dynamic Employer-Provided Retirement Plans
- Charitable Giving: Receiving Financial Benefits from Helping Others
If you are interested in having a workshop/seminar for your company, church or organization, please call us at (714) 204-0299 or send e-mail.
We look forward to seeing you at one of our workshops!