Tuesday, October 28, 2014

Buy sell agreements, do you need one for your business? Do you know what one is?

Do you own your business with another person?  If so, if that person were to die unexpectedly tomorrow, are you prepared to run the business with their spouse?  If not, then you might want to look into getting a buy sell agreement put into place ASAP!

Money 101 in November!

Be my guest for dinner at Money 101!
November 17 in San Marcos
Old Spaghetti Factory 
111 N. Twin Oaks Valley Rd
San Marcos, CA 92069
Register here: http://goo.gl/kUOsbr & please RSVP to Katherine@FiveRingsFinancial.com as well. Thanks.
6:30pm-8:30

Monday, October 27, 2014

November Wine Women and Wealth & Money 101 Dates!

Be my guest in November to Wine Women and Wealth and Money 101!

October Wine, Women & Wealth Dates


Wine, Women & WealthOct.
29

Rancho BernardoBernardo Winery
13330 Paseo Del Verano Norte
San Diego, CA 92128
Register here: http://goo.gl/IZH8Wd
6pm to 8pm

November Money 101 Dates


EventDateCityLocationTime
Money 101November
17
San Marcos
The Broken Yolk
101 South Las Posas Rd.
Register here: http://goo.gl/uGedQS
Lunch Express
12pm to 1pm
Money 101November
17
San Marcos
Old Spaghetti Factory 
Register here: http://goo.gl/kUOsbr
6:30pm
Money 101November
18
La Mesa
Sammy's Woodfired Pizza
8555 Fletcher Pkwy
La Mesa, CA 91942
Register here: http://goo.gl/T63yXC
6:30pm

November Wine, Women & Wealth Dates


Wine, Women & WealthNov.
3
CarlsbadHera Hub Carlsbad
5205 Avenida Encinas
Carlsbad, CA  92008
Register here: http://goo.gl/2CGOXJ
6pm to 8pm
Wine, Women & WealthNov.
5
La MesaSan Pasqual Winery
8364 La Mesa Blvd.
La Mesa, CA 91941
Register here: http://goo.gl/A7bMsd
6pm to 8pm
Wine, Women & WealthNov.
5
San Juan Capistrano
Rancho Capistrano Winery
26755 Verdugo St, Ste 100
San Juan Capistrano, CA 92675
Register here: http://goo.gl/pC9TO4
6pm to 8pm
Wine, Women & WealthNov.
12
Temecula
Mimi’s CafĂ©
40825 Winchester Road
Temecula, CA 92591
Register here: http://goo.gl/FseVki
6pm to 8pm
Wine, Women & WealthTBA

San Marcos
St. Katherine College
1637 Capalina Rd.
San Marcos, CA 92069
Register here: 
5:30pm
to
7:30pm
Wine, Women & WealthNov.
Rancho BernardoBernardo Winery
13330 Paseo Del Verano Norte
San Diego, CA 92128
6pm to 8pm

Life Insurance after you've tied the knot

Wow!  Over the weekend three friends got engaged and announced it on Facebook.  I was not expecting any of them.  It reminded me of how important it is to review your insurance once a year.  Whenever you buy a new car, buy a new house, get engaged, get married, any new life changes requires a change in your insurance.  I highly recommend to my clients and friends to get a review of all your insurances each year.  A lot of times you can save money when you review them each year esp for life and health insurance.  Have a great day!

Wednesday, October 22, 2014

Today marks the 75th anniversary of the first televised NFL game

It's been 75 years since the first televised NFL game aired. On
October 22, 1939, NBC broadcast the match between the
Philadelphia Eagles and the (now defunct) Brooklyn Dodgers.
Unlike today's games, only eight people were needed to run the
telecast and roughly 500 fans watched the game from the comfort
of their living room. Unfortunately no footage from the telecast
exists, but we do have the final score: Dodgers 23, Eagles 14.

Wednesday, October 1, 2014

Join me for free lunch or dinner this month! RSVP to Katherine@FiveRingsFinancial.com

Money 101October
20
San Marcos
Old Spaghetti Factory 
Register here: http://goo.gl/XaMciF
6:30pm
Money 101October
21
La Mesa
Sammy's Woodfired Pizza
8555 Fletcher Pkwy
La Mesa, CA 91942
Register here: http://goo.gl/GEkuTs
6:30pm
Money 101October
22
San Marcos
The Broken Yolk
101 South Las Posas Rd.
Register here: http://goo.gl/ZnSRtQ
Lunch Express
12pm to 1p


Most of us attend school for more than a decade to learn about reading, writing and arithmetic –but never about our finances! Our agency was founded on the belief that Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward. Learn how to grow and protect your money for college funding, retirement planning or simply wealth accumulation … with money you never knew you had while enjoying a bite to eat and friendly company.