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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 17, 2022

6:00p - 7:00p

Zoom Webinar

Taxes in Retirement

In our special event, Craig Miera of a Life Insurance Solution will discuss life insurance as a tax management strategy and Understanding Fixed Index Universal Life Insurance.

March 28, 2020

10:00a - 12:00p

Sesnon House at Cabrillo College

College Education & the Financial Aid Process

Learn the key reasons to save for college and how to navigate the nuances of financial aid.

Event Registration

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