You are cordially invited to be my guest this mo at Money 101! Please RSVP to me

MONEY 101

(all locations start at 6:30 PM unless otherwise noted)

June 25th, Torrance

Marie Callender's

21211 Hawthorne Blvd

Torrance  CA  90503

June 26th, San Marcos

Old Spaghetti Factory

111 N Twin Oaks Valley Rd

San Marcos  CA  92069

June 26th, EXPRESS LUNCH - Irvine

12 to 1 PM

The Olive Garden

3755 Alton Parkway

Irvine  CA  92606

June 27th, EXPRESS LUNCH - San Marcos

12 to 1 PM

The Broken Yolk

101 South Las Posas Rd

San Marcos  CA  92078

June 27th, Temecula

Barley & Hops

31045 Temecula Pkwy

Temecula  CA  92592

Save the Date Money 101 in May!

Money 101 May 21 San Marcos Old Spaghetti Factory,
111 N. Twin Oaks Valley Rd San Marcos, CA 92069 6:30pm

Money 101 May 22 San Marcos The Broken Yolk
101 South Las Posas Rd San Marcos, CA 92078 12pm to 1pm

Money 101 May 22 Torrance Marie Callender's
21211 Hawthorne Blvd. Torrance, CA 90503
6:30pm

Money 101 May 22 Temecula Barley and Hopps
31045 Temecula Parkway Temecula CA 92592
6:30pm

Money 101 May 23 San Diego RJ's All American Grill
San Diego CA 92108 6:30pm

Money 101 May 23 Irvine The Olive Garden
3755 Alton Parkway Irvine CA 92606 6:30pm

APRIL WINE, WOMEN & WEALTH DATES

APRIL WINE, WOMEN & WEALTH DATES

Monday, April 16th
San Diego
Hacienda de las Rosas
2754 Calhoun Street
San Diego, CA 92110
7-9pm

Wednesday, April 18th
Temecula
The Wine Company
29073 Overland Drive Suite A
Temecula, CA 92591
7-9pm

Monday, April 23rd
Sorrento Valley
Hera Hub
9710 Scranton Road, #160
San Diego, CA 92121
5:30-7:30

Wednesday, April 25th
Rancho Bernardo
The Bernardo Winery
13330 Paseo Del Verano Norte
San Diego, CA 92128
7-9pm

Tax Deadlines

April 17
- Last Day to set up and fund IRAs and Roth IRAs for previous year
- Individual Personal Returns due
- Personal Returns due - Nonresident, US income, etc.
- Personal Returns due - Easy Form Return
- Personal Returns due - Not Itemizing Return Form
- Personal Return - Extensions due
- US Gift and Generation-Skipping Transfer Tax Return
- US Gift and Generation-Skipping Transfer Tax Return Extension Due
- Partnership Returns due
- Issue K-1's with Partnership Returns
- Electing Large Partnership Returns due
- Estate & Trusts Returns are due; Bankruptcy fillings use the same form
- Partnership, Estate & Trusts Returns - Extensions due
- Individuals, Farmers & Fishermen Pay 1st Quarter Estimated Tax Payment
- Corporations - 1st Quarter Estimate Tax payment Due
- Estates & Trusts 1st Estimated Tax Payment
- Employers Make Monthly Payroll tax deposit on the 15th of each month
April 30
- Deposit FUTA tax if more than $500 was paid through March 31st
- 1st Quarter Payroll Tax Returns Due
- 1st Quarter Federal Excise Tax Return & Payment Voucher - Form 720

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!

Money 101

Save the Dates
Money 101
4/2/2012 San Francisco
4/3/2012 Torrance
4/3/2012 Temecula
4/4/2012 Newport Beach
4/4/2012 San Diego
4/5/2012 San Marcos
(Lunch & Dinner)