South Bay AOR

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Build Savings & Wealth – LIVE AT SBAOR

South Bay AOR Torrance, California

• Identifying your goals. • The Financial Foundation mindset • What is Wealth Formula, and how will it help? • Comprehend the effects of time and inflation on your assets.

Hall Rental

South Bay AOR Torrance, California

Workshop # 1: Building Savings & Wealth – LIVE AT SBAOR

South Bay AOR Torrance, California

• Identifying your goals. • The Financial Foundation mindset • What is Wealth Formula, and how will it help? • Comprehend the effects of time and inflation on your assets.

Lunch and Learn with Los Angeles County Assessor Jeff Prang

South Bay AOR Torrance, California

Mr. Prang will be presenting on: -Proposition 19 -Family Inheritance -What to do upon the death of a property owner? -ADU's and how the Assessor handles new construction -Homeowners Exemption -Trusts

Workshop # 3: Preparing with Proper Protection – LIVE AT SBAOR

South Bay AOR Torrance, California

The X-Curve Concept. Why Proper Protection is the foundation. The value of properly protecting your assets and liabilities. How this benefits your overall financial strategy. Most common questions and mistakes.

Workshop # 4: Your Health & Wealth – LIVE AT SBAOR

South Bay AOR Torrance, California

The financial importance and impact of your health. Strategies to transfer and preserve your wealth. Ensuring that your last wishes are prepared & carried out. Understanding the inevitability and impact of medical expenses.