Free Financial Topics in Los Angeles & Orange County

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  • A Treacherous Journey: Investment Concerns in a Fragile Market

    Scott Glenn Eichler, Chief Investment Officer, Newport Wealth Advisors

    Scott Eichler is a well-known financial advisor in Southern California. His educational workshops have been widely attended by hundreds of retirees and pre-retirees throughout LA, Orange, and San Diego Counties. His book, Don't Play Chicken with Your Nest Egg, achieved best-seller status on Amazon. Scott has developed a specialty in helping people realize their dream of financial independence through formula-based investment planning. MORE >

    Scott is a Southern California native, and attended Vanguard University where he earned a Bachelor of Arts degree in Rhetoric. He holds series 7, 65, Life & Health, and Variable Annuity licenses. Scott is a 29-year member of Coast Bible Church where he is the head of Men’s Ministries and the Audio/Video team. Scott currently resides in Mission Viejo, CA with his family.
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  • Build Wealth with a Common Sense Approach to Personal Financial Management

    Vic Clement, Principal, Financial Essentials 4 Life

    Building wealth eludes many people, but for the wrong reason. Too often, the basic lessons to successful personal financial management have not been taught or, worse, are learned by making mistakes in the school of hard knocks. Unfortunately, many are led to believe financial success requires sophistication. But the good news is all it takes is the right kind of common sense. MORE >

    This fast-paced, entertaining, 2-hour topic puts critical information into a useful, every day context that everyone, regardless of financial status, can benefit from and use to take control of their financial destiny. The discussion covers practical ways to understand and implement strategies and techniques for budgeting, spending, saving, investing, insurance, retirement planning, and more.
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