This Month's Events

This Month's Events

Date/Time November 14, 2023 | 10:00 AM PST / 12:00 PM CST / 1:00 PM EST   

Financial Planning starts with Setting Goals. It is built on the foundation of great cash management. All the individual topics are related. This webinar's individual topics will include setting goals, cash management, education planning, tax strategies, insurance, estate planning, choosing investments, and retirement planning.  

Presented By Rebecca Tapia, Financial Advisor

"Faculty Management and California Compliance"

Chairs if you have not received an RSVP for this hybrid Zoom-In Person event please reach out to