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We are a fiduciary firm!

(818) 887-6443

[email protected]

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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Social Security Seminar

Woodland Hills Public Library 22200 Ventura Blvd., Woodland Hills, CA, United States

2020 is turning out to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. […]

Estate Planning Seminar

Simi Valley Library 2969 Tapo Canyon Road, Simi Valley, CA, United States

Often times, an Estate Plan is vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Planning is in […]

Estate Planning Seminar

Simi Valley Library 2969 Tapo Canyon Road, Simi Valley, CA, United States

Often times, an Estate Plan is vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Planning is in […]

Required Minimum Distribution Seminar

Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United States

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required […]

Required Minimum Distribution Seminar

Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United States

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required […]

IRA Seminar

Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United States

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until […]

IRA Seminar

Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United States

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until […]

IRA Seminar

Northridge Public Library 9051 Darby Avenue, Nothridge, CA, United States

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until […]

IRA Seminar

Northridge Public Library 9051 Darby Avenue, Nothridge, CA, United States

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until […]

Required Minimum Distribution Seminar

Tarzana/Encino Public Library 18231 W. Ventura Blvd., Tarzana, CA, United States

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required […]

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