Upcoming Wine Women and Wealth and Money 101 free events

Please be my guest!

Wine, Women & Wealth	July 30	Sorrento Valley (San Diego)	Hera Hub 9710 Scranton Road #160 San Diego, CA  92121 Register here: http://goo.gl/1977M	5:30pm to 7:30pm
Wine, Women & Wealth	July 18 August 1	Rancho Bernardo	Bernardo Winery 13330 Paseo Del Verano Norte San Diego, CA 92128 Register here: http://goo.gl/kgnaO	7pm

Boomers Aren't Interested in Leaving Money to Heirs!

Adding Values to the Boomer Estate Plan | LifeHealthPro

Happy 4th of July!  Happy Birthday America!  I wish all of you a fun and happy 4th of July holiday.  Stay safe!  Here are our upcoming Wine, Women and Wealth dates for July.  Looking forward to seeing you all.  Have a great day.

Upcoming Events

July 2nd / Carlsbad

July 10 / Redondo Beach

July 11 / Temecula

July 9 / Old Town San Diego

July 11 / Irvine

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