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Education Services...
As educators and advisors, we provide financial education programs for individuals, corporations, partnerships, associations, charities and other organizations.
Programs include :
Comprehensive employee retirement workshops
Executive level education/planning programs
ERISA Pension disclosure/education and other pertinent topics.
In addition, we speak frequently throughout Southern California to professional groups and organizations.
We also provide information and programs designed to assist in preparing for paying college tuition. With the costs of providing a college education soaring each year, parents and students are looking for innovative solutions to providing for college funding.
Programs include:
- Uniform Transfer to Minors/Uniform Gifts to Minors (UTMA/UGMA) accounts
- Section 529 Plans
- Coverdell Education Savings Accounts (formerly known as Education IRA's)
- Other programs designed for specific situations
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