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Class Schedules :: We provide classes and seminars to teach people about financial options.

Throughout the year, we provide classes and seminars to teach people about financial options for everything from retirement and insurance, to investments and asset building.

• College Seminars

  Pay for College and Still Save for Retirement

  
  
• Retirement Seminars

  Retirement Planning for the Business Owner
  
  Retiring Early
  
  

  What's the difference? Plain talk on retirement investment options: Roth IRAs, 401Ks, Annuities, Defined Benefit Plans, etc.

  Creating an Income Stream for Life
  
  

  Reservations: Call for Information

  
  

Future Classes & Seminars

Do you have a group, club, and/or organization that is looking for an interesting, informative, and FUN subject for an upcoming meeting? If so, consider the vitally important area of financial planning! We have speakers available to address virtually any aspect of financial planning and could customize a class or seminar to fit the specific needs of your group.

Please contact us for more information regarding engagement scheduling.

For more information or for a consultation,
please call: (949) 459-2133.

Securities offered through Securities America Inc., a Registered Broker / Dealer Member FINRA / SIPC, Sydney Riccio, Registered Representative. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisor, Sydney Riccio, Investment Advisor Representative. Cooper McManus and Securities America are not affiliated.