Upcoming events
Join us for a workshop or webinar.
We regularly host in-person and Zoom sessions on retirement income, Roth conversions, and estate planning. Register below to save your seat.
Saturday, October 10, 2026
Life Insurance: Your Family's Financial Superhero
9:00–10:00 AM Pacific, followed by a live Q&A · Zoom Meeting
With Alabel Lavares, LUTCF, LTCP, FSS, RICP, LACP, CLU, ChFC & Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU
Reserve a seat
Past events
Event completed
Event completed
A look back at recent sessions.
Sep
12
How to Increase Your Retirement Income and Assets by Solving for Risk
Saturday, September 12, 2026 · 9:00–10:00 AM Pacific · Zoom Meeting
With Alabel Lavares, LUTCF, LTCP, FSS, RICP, LACP, CLU, ChFC & Victoria Alden, Advisor
Jun
20
TFRA Strategies: A Modern Approach to Tax-Free Retirement Income
Saturday, June 20, 2026 · 9:00 AM Pacific · Zoom Meeting
With Alabel Lavares, LUTCF, LTCP, FSS, RICP, LACP, CLU, ChFC & Brian Daof, Trusted TFRA Advisor