Seminars & Speaking Engagements

Federal Employee Benefits Education 
February 21, 2018  9:00am - 4:00pm

University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"
Reservations Required -
Make a reservation




Wildland Fire Apprenticeship Program
January 29, 2018
"Early Career Action Steps"
Sacramento, CA






November 6, 2017  7:45am - 10:15am, 1:00pm - 3:30pm

Wildland Fire Apprenticeship Program
"Early Career Action Steps"
Sacramento, CA


November 3, 2017  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


September 7, 2017  7:30am - 9:00am

San Gabriel Valley CalCPA Society  

West Covina, CA

"Financial Planning for Federal Employees"


August 24, 2017  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"

May 8-11, 2017
Wildland Firefighter Training Center - New Employee Orientation
'Thrift Savings Plan and Retirement'
Sacramento, CA


May 3, 2017  9:00am - 4:00pm  
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


April 11, 2017  8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA

March 21, 2017 8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA

March 14, 2017  8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA

February 21, 2017  8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA


January 25, 2017  8:30am - 3:00pm  
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


November 16, 2016  10:30am - 12:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA


October 13, 2016  8:30am - 3:00pm  
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"

August 18, 2016  7:15am - 8:30am
Holiday Inn, West Covina
"How Current World Affairs are Affecting Individual Investors"
East San Gabriel Valley Chapter - CPA Society


July 14, 2016  5:30pm - 6:30pm
Los Angeles Public Library, Los Angeles CA
"Ten Big Mistakes Retiring Feds Make"


July 13, 2016  8:30am - 3:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"

April 20, 2016   5:30pm - 6:30pm

Loma Linda Civic Center, Loma Linda CA

"Ten Big Mistakes Retiring Feds Make"


February 19, 2015   7:15am - 8:30am

Carrows Restaurant, Azusa CA

"We live in uncertain times: Investing based on volatility trends & price based analysis"

East San Gabriel Valley Chapter - CPA Society






Upcoming Presentations

Past Presentations