Tax Day is coming!

Hello all! Have you done your taxes yet? I haven't and need to get them done soon myself. It's not something that I look forward to every year but I guess it needs to be done. Are you aware of the gigantic difference in savings when you invest in a tax deferred product vs. a taxed investment vehicle? We are talking $1 million dollars! If you would like to learn more please feel free to come to one of my free upcoming Money 101 events in your area.

6:30 pm
Temecula: Money 101
6:30 pm
Torrance: Money 101
6:30 pm
San Marcos: Money 101
12:00 pm
Money 101 Lunch & Learn: San Marcos
6:30 pm
Irvine: Money 101
6:30 pm
San Diego: Money 101
You can RSVP and get more information on Facebook or at www.FiveRingsEducation.com. Our Wine Women and Wealth dates have been announced too for April.
April 9th- 7-9pm- Carlsbad- Relm Wine Bar
April 10th- 7-9pm- Redondo Beach-Total Wine & More
April 11th- 5:30-7:30pm- Irvine- Wine Styles
April 16th- 7-9pm- Old Town SD-Hacienda de las Rosas
April 18th- 7-9pm- Temecula- The Wine Company
April 23rd- 5:30-7:30- Sorrento Valley – Hera Hub
April 25th- 7-9 pm- Rancho Bernardo –Bernardo Winery
More locations coming soon!
Hope to see you there!

I was interviewed yesterday on BlogTalkRadio

Felena Hanson, owner of Hera Hub and my good friend interviewed me yesterday on BlogTalkRadio, fun, fun, fun!!! See all you ladies at Wine, Women and Wealth on Monday night at Relm Wine in Carlsbad 7-9pm! Have a great weekend all! It's supposed to be 80 and sunny at the beaches in San Diego this weekend!

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

February Complimentary Workshops & Networking Events

Hello all. What a gorgeous sunny summer day in Southern CA in January. Come see me next month and learn how you can have a tax free retirement! I would love for you to be my guest.
MONEY 101 6:30pm-8:30

February 20th
Money 101 -
San Francisco/Bay area
(More info to follow)

February 21st
Money 101 - San Marcos
Old Spaghetti Factory

February 22nd
Money 101 - Newport Beach
Old Spaghetti Factory

February 23rd
Money 101 -Torrance
Marie Callender's

February 23rd
Money 101 - Temecula
(location TBD)
**Please note Temecula Money 101 is the same evening as the one in Torrance**

WINE, WOMEN & WEALTH 7-9pm

February 6th
Wine, Women & Wealth - Carlsbad
RELM

February 8th
Wine, Women & Wealth - Irvine
Wine Styles

February 13th
Wine, Women & Wealth - Redondo Beach
Total Wine

February 15th
Wine, Women & Wealth - Rancho Bernardo
Rancho Bernardo Winery

Feb 20
Wine, Women & Wealth - Temecula
The Wine Company

Carlsbad Wine, Women & Wealth

Happy August everyone, it seems like the summer is flying by!

Please join us in Carlsbad as we continue, MAKE MONEY, Not Excuses. Aug 11 @ Relm Winery at 7 pm

Excuse #7
"I'd LOVE to Start Saving,
but I Don't Know How"

Although the title is ostensibly about saving, it's really about setting big goals and figuring out how to get there. Saving itself isn't really much of a goal for most people - what's the point when you could do something with your money?

If you have come to our event before, please join us again - we're building a community of women who feel great about money!

...and don't forget your business cards - we always make time to network with the other fabulous women in the room!

We'll look forward to seeing you there, & feel free to bring a friend! As always there is no charge for this event, you are our guest!

Please register with me no later than August 10 @ TheWic@sbcglobal.net

Wine, Women & Wealth June 24th

Wine, Women, & Wealth
Thursday, June 24, 2010
7:00pm - 9:00pm
Bernardo Winery
San Diego, CA
Welcome, June! That means summer is just around the corner and it's time again for Wine, Women & Wealth!

Come hear my partner Denise Arand speak...

Survey after survey shows that women don't feel there are enough hours in the day, and this overload stresses us out! Find out why you ended up in this spot, learn about the biggest 'time thief' of all - and gain some tools to get you back on track!

If you have come to our event before, please join us again - we're building a community of women who feel great about money!

...and don't forget your business cards - we always
make time to network with the other fabulous women in the room!
Come for a free wine tasting!
We'll look forward to seeing you there, & feel free to bring a friend! As always there is no charge for this event, you are our guest!

Five Rings Financial

Recently I partnered with Five Rings Financial. I think it's a great move for me and my clients. I can offer my clients more products and great services. Five Rings Financial is an Independent Marketing Organization representing many of the world's largest Financial Services Companies and dedicated to serving the financial needs of individuals, families and businesses from all walks of life. Although a national company in one of the world's most vital industries, our thousands of local independent associates and managers offer hometown value, service and education to each client, providing them the opportunity to achieve one of their most desired goals: financial independence. Every month we offer local Money 101 educational dinners as well as a series for women called Wine, Women, & Wealth. Wine, Women, & Wealth is always held at the Wine Spot in Carlsbad, CA. The Money 101 seminars are held in San Marcos, CA and Torrance, CA. Please follow me on Twitter (www.twitter.com/thewic) or Facebook to see the invitations to these monthly complimentary educational events. I would love to have you attend! I look forward to waking up each day and assisting my clients with their financial needs. As a Financial Representative with Five Rings Financial, I get to assist clients with saving money on their health insurance,life insurance and auto insurance and at the same time assist them with saving for their future. Five Rings Financial, Creating Opportunties, Income, Security & Wealth. KSWZ Insurance Services, I don't sell products, I build relationships.