Financial Planning Days coming to cities near you!

Financial Planning Days coming to cities near you! “WE GREATLY ENJOYED TALKING TO FINANCIAL¬†PLANNERS ONE-ON-ONE IN A NO-PRESSURE ENVIRONMENT.” Costa Mesa, CA Orange County Financial Planning Day October 14, 2017 San Rafael, CA Marin Financial Planning Day November 4, 2017 Los Angeles, CA Los Angeles Financial Planning Day October 28, 2017 Rosemead, CA Rosemead Financial