Estate Planning Webinar Recording

This webinar pertains to Estate planning & Wills & Trusts - With Tim Jordstadt –who has been a CPA for over 45 years and reps some the entertainment industry’s biggest names – With Dr. Richard Krejcir - who is a licensed and experienced Financial Consultant with over thirty years of experience - https://www.facebook.com/watch/?v=787728858627852 Here will... Continue Reading →

Urgent Notice to Small Business Owners; you Must Buy State Mandated Retirement Plans!

Note: This article will be updated as new information is made available. The law starts in three stages. First, June 30, 2020, for companies with more than 100 employees. Then, on June 30, 2021, for businesses with more than 50 employees. The third stage will go into effect on June 30, 2022, for employers who have five or more employees.... Continue Reading →

Who Are We? What We Do?

We are a non-profit think-tank and research center that uses our skills and service to better families, churches, ministries and small business the proper protection they need.

We have academic researchers who look for the best for our people and we also have people who work at a full-service Brokerage Firm, with licensed agents, CPA’s, Lawyers in all areas of finance, insurance and business...

Financial Planning Seminars

We offer Free Financial Planning Seminars in the Southern California Region. Our lead speaker used to be a Financial Planner and trainer at a major bank, and currently works in the insurance industry as a Financial Trainer with a Ph.D. in stewardship and is licensed. These seminars are done at churches, community and civic groups... Continue Reading →

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