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November 2019

Cover Your Assets

November 19, 2019 @ 6:30 pm - 8:00 pm
Corner Bakery 32435 Temecula Parkway, Temecula, CA 92592 US + Google Map

Join us for an engaging 1 Hour Class with National Trainer and Speaker Ian Rice, CFP®, ChFC, CLU, CFBS, RICP. Ian specializes in financial efficiencies and how money works. This class will teach you how to save for braces, weddings, college, and still have what you need for retirement in all economic circumstances.Space is limited so please RSVP early!Food and drinks will be provided. Ian Rice, CFP®, ChFC, CLU, CFBS, RICPManaging PartnerRice Financial GroupFinancial Advisor, Investment Advisor RepresentativeCA Insurance License…

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How to Help Pay for College with Someone Else’s Money

November 20, 2019 @ 9:30 am - 11:00 am
Temecula Valley Chamber of Commerce US + Google Map

College planning can be daunting. Learning how to maximize available resources and avoid common pitfalls can lessen the stress and pressure of the planning process. Join us to receive accurate and unbiased information that can help your family make good decisions. Ian Rice will be coming to Temecula, CA to teach this though provoking and educational seminar.Seats are limited so please be sure to RSVP.Food and drinks will be provided.Ian Rice, CFP®, ChFC, CLU, CFBS, RICPManaging PartnerRice Financial GroupFinancial Advisor,…

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April 2020

The Pursuit of Potential

April 13 @ 12:00 pm - 1:00 pm

The Pursuit of Potential- Webinar Invite 04132020

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May 2020

RFG Virtual Yoga with Kimberley Plancich

May 4 @ 12:00 pm - 1:00 pm

We thought it would be nice to provide a little something fun and different for our friends, family, and clients. We welcome you to join us for an hour on Monday, May 4th at Noon for a virtual intro to Yoga class for all ages. Feel free to include your kids if you have them at home, your friends, or your family. It should be a nice little wellness break in the middle of the day to bring some relaxation and calming focus.

A little bit about our virtual instructor Kim. She lives in Southern California with her husband Nick and two children, Cole and Shelby. Kim is a Yoga Teacher, Reiki Master / Teacher and Life Wellness Guide who works with adults and kids of all ages and in all settings: offices, schools, online, in-person. She adores helping people of all backgrounds bring more peace + calming into their lives with movement, breathwork, mindfulness, energy healing, tapping + more. Attached is a flyer about her other services and the link to her website: www.mamagawdess.com

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A Current Market Update and Outlook

May 21 @ 12:00 pm - 1:00 pm
https://financialguide.zoom.us/webinar/register/WN_X-53EaJUTUONLA3-Dqm4LA
FREE
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June 2020

Organizing Your Financial Junk Drawer

June 24 @ 12:00 pm - 1:00 pm
https://financialguide.zoom.us/webinar/register/7215900758070/WN_hdXrW56hSJGOkRIgF7zLDw
FREE

Money is finite. There are competing goals and interests for our financial resources. Over our lifetime we make financial decisions with different people, under different circumstances at different times and we all end up with a financial junk drawer.  This often leads to lost wealth and inefficient decisions.   Join us for an overview on how to think through spring cleaning your financial junk drawer.

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July 2020

Preparing for Retirement

July 1 @ 12:00 pm - 1:00 pm
https://financialguide.zoom.us/webinar/register/7015900758907/WN_Znzks7DwQP2JLy0zctvqew
FREE

Your net worth is not directly correlated to your ability to generate income during retirement. Are you planning to have the most wealth in retirement OR the ability to spend and enjoy the most wealth during retirement? Join us to learn more about retirement income planning.

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Financial Head Trash

July 8 @ 12:00 pm - 1:00 pm
https://financialguide.zoom.us/webinar/register/8515900759210/WN_pm0AcKOiSWS_yxrq-8IT7w
FREE

Are your current mindsets, beliefs, habits, friends and peers holding you back? The average American household loses millions of dollars over their lifetime due to bad information and bad decisions. Much of the information we have used to create our current situation and circumstances is now outdated or was wrong to start with.  If this is true, and there is literally millions of your dollars at stake, when would you want to learn the truth?

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How to Pay for College with Someone Else’s Money

July 15 @ 12:00 pm - 1:00 pm
https://financialguide.zoom.us/webinar/register/2615901757496/WN_EgD2LYvJSCaxc4c-sgd1hg
FREE

College planning can be daunting.
Learning how to maximize available resources and avoid common pitfalls can lessen the stress and pressure of the planning process.  Join us to receive accurate and unbiased information that can help your family make good decisions.

Find out more »

November 2020

Now that the Election is OVER….What about Taxes?

November 18 @ 8:00 am - 9:00 am
FREE

Register By Clicking Here

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