Monday, September 23, 2013

October Wine Women and Wealth and Money 101!

October Wine, Women & Wealth Dates


Wine, Women & WealthOctober 1BonsallAscension Bookstore & Cafe
5525 Mission Road, Ste C
(Near the Bonsall Post Office)
Bonsall, CA 92003
Register here: http://goo.gl/Z7sbeq
7pm to 9pm
Wine, Women & WealthOctober 7CarlsbadRELM
2917 State St
Carlsbad, CA  92008
Register here: http://goo.gl/vBxN9s
6pm to 8pm

New Start Time!!
Wine, Women & WealthOctober 8San Marcos
Twin Oaks Gallery
757 N Twin Oaks Valley Rd
San Marcos, CA 92078
Register here: http://goo.gl/3qj6VS
5:30pm to 7:30pm
Wine, Women & WealthOctober 14Old Town San DiegoHacienda de la Rosas
2754 Calhoun St San Diego, CA 92110
(Located in Fiesta de Reyes Plaza)
Register here: http://goo.gl/PU7J92
7pm to 9pm
Wine, Women & WealthOctober 28Sorrento Valley
(San Diego)
Hera Hub Sorrento Valley
9710 Scranton Road #160
San Diego, CA  92121
Register here: http://goo.gl/5GRBXG
5:30pm to 7:30pm
Wine, Women & WealthOctober 29Los AngelesFriends of the Vine
221 Avenida Del Norte
Redondo Beach, CA 90277
Register here: http://goo.gl/K40ND6
6pm to 8pm
Wine, Women & WealthOctober 30Rancho BernardoBernardo Winery
13330 Paseo Del Verano Norte
San Diego, CA 92128
Register here: http://goo.gl/69B6oz
6pm to 8pm

October Money 101 Dates


EventDateCityLocationTime
Money 101October 1Las Vegas
Claim Jumper
1100 South Fort Apache Road
Las Vegas, NV 89117
Register here: http://goo.gl/uk6sWS
6:30 pm
Money 101October 15TorranceLocation Coming Soon!6:30pm
Money 101
October
16
San Marcos
The Broken Yolk
101 South Las Posas Rd.
Register here: http://goo.gl/DswCkH
Lunch Express
12pm to 1pm
Money 101October
16
San Marcos
Old Spaghetti Factory 
Register here: http://goo.gl/s25886
6:30pm
Money 101October 17San Jose
Old Spaghetti Factory
51 N San Pedro St
San Jose, CA 95110 
Register here: http://goo.gl/YUG6K1
6:30pm

Medicare & Obamacare

Well here I am today taking more Medicare Certification tests for Anthem CA, its so frustrating. This is the most nerve racking time of the year for me in our biz, we NOW not only have to get all our Medicare testing done by 10/1 but now we have to get obamacare certified too by the same deadline. Its really frustrating.  Please wish me luck and have a nice day!  Thanks!

Thursday, September 12, 2013

Norm Levine

I Had a great busy day yesterday.  I overbooked myself as I sometimes do but I didn’t regret it.  I was glad to be able to attend an amazing event this am thru LifePro.   They had Norman Levine come to speak to a bunch of us agents.  He‘s been in the business since he was 21 years old.  He’s been with three companies throughout his career.  He’s been in the biz for 68 years!  He’s an Amazing man and Insurance agent.  He had some great advice for the new agents as well as us old old folks.  If you ever get a chance to hear him speak whether you are in the insurance business or not, take up the opportunity.  You won’t regret it. Thanks so much to my friend RJ Kelly for inviting me!  I really appreciate it.  I had two guests come to Money 101 today for lunch and 3 for dinner. They were all very happy they came.  They learned a lot.  Two of them have come to my events in the past and were coming for a 2nd/3rd time.   Feel free to join me anytime to Money 101and/or Wine, Women and Wealth.  They are two free events I host each month in many locations across the US.  Have a great day and thanks for following!

Monday, September 9, 2013

Obamacare, Money 101 and More!

Wow! It's been a very busy last two weeks.  Obamacare has me very busy.  I am trying to stay up on everything and all the changes.  Unfortunately its difficult when I get emails weekly telling me something else in the law has changed or is not up to date or is being delayed.  I am trying to get certified to sell the plans by 10/1. Unfortunately the test has not been created yet.  We have also been told they will not meet their 10/1 deadline to have the online enrollment site set up.  What can we expect?

I have met with three girlfriends all going thru a divorce to help them with their financial and insurance needs these last few weeks. It's so sad.  I am very happy though that I am able to help them not only as a friend but as a professional.  I am so sad to see people split up who once loved each other very much. I feel so blessed that I am married to a amazing man, it seems it's so rare today.  If you are going through a tough time and need assistance with a divorce, my friend Nancy Fagan can help.  She is a divorce expert and she is the founder of the Divorce Help Clinic.  I also highly recommend that you get your estate in order.  If you havent it can be very dangerous to your finances.  My friend Kylie Fletcher can help.  She is a wonderful and caring estate planning attorney.  She is the founder of Fletcher Law.  

Please feel free to join me on Wednesday Sept 11 for our monthly Money 101 workshop.  You can get all the info and RSVP on my website and Facebook page.  Have a great week!