Live Webinars

Who we Serve:

  • School Administrators, Teachers & Staff
  • Law Enforcement
  • Bold, Independent & Successful Women
  • Business Owners/Entrepreneurs
  • Churches and Non-profits
  • Medical Professionals
  • Certified Public Accountants
  • Attorneys
  • People who want to empower themselves with more knowledge about how to make money work for them, keep more of what they make, and create a lifetime income stream for as long as they live.

Live Webinar Topics:

  • CalSTRS/CalPERS & Social Security
  • ALIS (Automated Lifetime Income Strategy)
  • Rescue Your old 401(k) Plan
  • Roadmap to Retirement
  • Alternatives to 529 College and Savings Plan
  • Financial Literacy 101
  • Kai-Zen Plan - Using the Bank's Money to Finance your Retirement Income
  • Life Insurance 101 - Old vs. New Life Insurance

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Protect your money from stock market risk,
but still earn market-like returns.