Wednesday, February 29, 2012

Tax Free Retirement and upcoming March free events

Hello all! Well, my 20th year in business continues to be amazing! I have an interview coming up with a potential agent who wants to join me working at Five Rings Financial, I helped a long time girlfriend last week set up an annuity for her retirement and I have helped a long time gal pal set up a travel medical insurance plan for her trip to Brazil coming up. As you all know, your health insurance here in the US does NOT cover you out of the US. Awesome!

Next week I am speaking at the NAIFA CA Palomar monthly meeting, I am educating the Financial Planners and Agents on the importance of social media for the insurance Agent. Yahoo!!! Crazy

Below you will find our up coming free events for March.
You can also find them any time at www.FiveRingsEducation.com

CALIFORNIA CALENDAR OF EVENTS
Wine, Women & Wealth (all locations start at 7 PM)
March 5th - Carlsbad
RELM
2917 State St
Carlsbad CA 92008

March 7th - Irvine
Wine Styles
3975 Portola Parkway
Irvine CA 92620

March 12th - San Diego
Hacienda de las Rosas
2754 Calhoun St
San Diego CA 92110

March 13th - Redondo Beach
Total Wine
1505 Hawthorne Blvd
Redondo Beach CA 90278

March 14th - Temecula
The Wine Company
29073 Overland Drive, Suite A
Temecula CA 92591

March 26th - Sorrento Valley
Location: Hera Hub at 5:30 not 7pm!

March 28th - Rancho Bernardo
The Bernardo Winery
13330 Paseo Del Verano Norte
San Diego CA 92128

MONEY 101 (all locations start at 6:30 PM)
STAY TUNED FOR DATES

Wednesday, February 1, 2012

Life Insurance 101



Are you properly covered and do you have living benefits in your plan? Do you have the "old" life ins or the new?