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EVENTS: In-Person and Online
Bringing Financial Literacy to your city and to your home, we are offering in-person and online (Zoom) educational financial seminars.
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Be in the know! California Assemby Bill 567 – 24/7 info
What’s going on with Long Term Care in other States?
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Upcoming New California Tax Law From AB567 Result?
Familiarize yourself with AB567 and see what’s more suitable for you.
It’s beyond the “elderly” needs like nursing home. It can trigger when 2 out of 6 daily living cannot be met. Can’t feed or bathe yourself with a broken arm because of a car accident, Fell off a ladder, or tripped over? That can trigger this care! Learn more here.
College? Funding?
Wouldn’t it be nice if your child can pick any schools he or she wants to attend and you wouldn’t have to stress about it financially?
The sooner you strategize, the better.
Your baby will thank you for it!
We can help.