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866-686-8097

 

Events

As part of our commitment to the community, RLB Financial sponsors educational seminars and other events on a regular basis at our educational center. The following is a list of the events we have planned for the coming months.

Register by  calling: 866-686-8097 Ext 103

Please contact Joann Patyk for more information or to make a reservation. You can email her at [email protected]

 

CPE Credits for CPA'S

May 18, 2017 8:00a - 12:00p Pacific Standard Time

Warner Center Marriott Woodland Hills

Continuing Professional Education for Certified Public Accountants. "The Fundamentals of Annuities and Life Insurance Planning for the CPA"

 

Social Security Benefits

June 6, 2017 6:30p - 8:00p Pacific Standard Time

Ventura Adult and Continuing Education

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision

 

Social Security Benefits

June 8, 2017 6:30p - 8:00p Pacific Standard Time

Ventura Adult and Continuing Education

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

 

Living a Tax Free Retirement

June 13, 2017 6:30p - 8:00p Pacific Standard Time

Ventura Adult and Continuing Education

This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. This course is designed to take the confusion out of retirement planning and empower you to understand your finances and design a plan based on sound principles and safe practices. This course will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. Upon completion you will know how to properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your tax free retirement goals and leave a legacy to your loved ones as well.

 

Retirement Income Planning

June 20, 2017 6:30p - 8:00p Pacific Standard Time

Ventura Adult and Continuing Education

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.

Event Registration






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