Workshops/Education
Our workshops are hosted by a variety of Orange County charitable organizations, who cordially invite you to attend a FREE workshop series – 12 hours of objective education about your financial plan. This is a COMPLIMENTARY 8-week workshop series; objective education about your money.
NO FINANCIAL PRODUCTS WILL BE SOLD, NO PROFESSIONAL WILL RECEIVE YOUR MAILING ADDRESS OR PHONE NUMBER AND NO CHARITY WILL SOLICIT A DONATION.
Use the form on the right to be notified of upcoming workshops in your area.
