#4: Having Excessive Debt
In Retirement

#8: Investment Volatility... Not Understanding 3 Key Points

#1: Lack Of Specifics

#5: Not Fully Understanding Your Social Security/Medicare

#9: Not Staying Socially and Physically Active

#2: Procrastination

#6: Retirement

#10: Not Having A Review
Process In Place

#3: False Assumptions

#7: How Much To Help?
Learn To Be "Sensibly Selfish"

Wrap Up

"Accessing Retirement Assets Without Penalty or Restriction"
September 2020

"Why It Makes More Sense Than Ever to Buy San Diego Income Property"
June 2020

"Buy-Sell Agreements and Valuation Issues:
Key Components & Considerations" July 2020

"Unsticking the Stuck: Effective Conflict Resolution"
August 2020

“Will My Business Survive COVID-19?” – April 2020

Overcoming Uncertainty: Getting Comfortable With Being Uncomfortable!

Beyond Technology: Moving From Surviving To Thriving!

Just What Can A Politician Do For You? Turns Out - Quite A Bit!

Just Show Me The Money!

When Will Things Return To Normal?


"Top 10 Planning Mistakes That Will Keep You From Retiring Well"
January 2020

"How To Sell Your Business With No Tax"
April 2019

"You Had Me at 'Capital Gains Taxes Are Voluntary"
March 2018

"Four Planning Mistakes That Will Keep You From Retiring Well"
July 2019

"Five+ Ways to Save Big on Your Tax Bill"
July 2018

"When Will Things Return to 'Normal?'"
April 2020

Guest Speakers:

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942

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