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

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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Year-End Tax Planning Strategies Workshop – Missed the Workshop? Contact Us for More Information

Contact us to learn Tax Planning Strategies to help you “only pay your fair share”


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