More than 30 Years in
Business in San Diego
KOGO News Radio 600

Long-Term Healthcare Workshop

Join us for our July workshop on Long-Term Care:

Tuesday, August 28th, 2018
12:00 – 1:30pm
Carvers Steaks & Chops

11940 Bernardo Plaza Dr.
San Diego, CA 92128

Wednesday, August 29th, 2018
12:00 – 1:30pm
Butcher Shop Steakhouse

5255 Kearny Villa Road
San Diego, CA 92123

Thursday, August 30th, 2018
12:00 – 1:30pm
Green Dragon Tavern

6115 Paseo Del Norte
Carlsbad, CA 92011

More Info & RSVP


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Upcoming June Real Estate Investing Workshops

Invest for Current Income:
Thursday, June 21: 12pm
Saturday, June 23: 10am


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Upcoming Estate Planning Workshop April 5th

Does your estate plan:
✓ Take advantage of changes in the law?
✓ Allow protection and control of the surviving spouse?
✓ Include language to allow your family to add disability care? and
✓ Preserve family relationships?


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Real Estate Workshops

Join us and LEARN how by adding Real Estate to your personal and retirement portfolio may help reduce volatility while producing projected monthly cash flow and appreciation potential.


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Demographic Investing and Millennials Workshop

A deeper look at the cultural behaviors of Millennials can unlock a wealth of investment opportunities


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Tax Planning Workshop

Coming Soon, Understanding the New Tax Laws and what steps you can take to “only pay your fair share”


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