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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  • How to Build Wealth with Real Estate

    Kurtis Kooiman, Real Estate Wealth Advisor & Certified Financial Coach, First Team Real Estate

    Attendees will leave this talk having clarity on how real estate can be the most important tool in your toolbox when it comes to building wealth. According to the Social Security Administration, 94% of Baby-boomers, the ones who for the most part taught us how to manage our money, are not prepared for retirement. It's not their fault. They were taught by their parents who went through The Great Depression. MORE >

    This was avoidable! This can be fixed! If you are a Baby-boomer, the time to act is now. It's not too late! If you are not a Baby-boomer and want to avoid becoming one of the 94% of your generation, this talk will teach and inspire you to think and act differently. If you want live your life different, you must act different, you must be different and you must have a plan built for success, not failure. It's time to teach the next generation how to act and think like millionaires, not paycheck to paycheck employees. This talk will be your first and most important step to becoming different.

    In this presentation, you will learn:

    • How to use your largest asset, real estate, as a tool to build long term wealth and financial freedom
    • Maximizing the right mortgage strategies in today's market
    • Components of a sound financial strategy
    • Real Estate - Buy, sell, or hold? We will talk about which one makes the most sense in today's market
    • Do you have what it takes to build wealth using real estate or should you stay on the sidelines?

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