Investments and Estates 101
Register for the free four-week workshop about investments and estate planning.
Our advisors often make presentations and educate groups of people in our community about how to make wise financial decisions. The classes below are at Eclectic’s offices and other locations. See seminar descriptions for registration instructions.
The seminars are designed for different groups of people, at different stages of life:
EAU = Eclectic Associates University seminars on the basics of financial planning and investing for young adults from about 21 to 30 years old.
ML = Mid-Life seminars on the 2nd Thursday of each month for midlife professionals and growing families.
WE = Women’s Events that include financial classes, support groups, and fun events.
SR = Strategies in Retirement seminars on topics that seniors and retirees should find interesting.
Register for the free four-week workshop about investments and estate planning.
Time is running out to make tax-related financial moves before the year ends. There are some key things you should consider trying to do before December 31! Use the button below to register online. Seats are limited.
Come join us for a viewing of the Los Angeles Chargers versus the New York Jets game here at our office. We will provide two big screens, pizza, snacks, and beverages along with a Market Update at half time.
Bring a friend and come and go as you would like.
Caring for one’s elderly parents is not easy and getting help is confusing. We have some pointers and can help you find the assistance you need. Check-in and refreshments start at 6:30pm. Presentation starts at 7:00pm. Please click the button below to register.
Did you know that in some ways your brain is wired to your investing disadvantage? Our advisor, Carl Lachman, will cover elements of behavioral finance that he has been studying and speaking about for the last 10 years. This presentation is the last class in the It’s Your Money series. Please call the Fullerton Community Center to register at 714-738-6305.
There will be a short presentation for women professionals on saving for retirement, followed by small tables of four-person bunco games. Snacks and drinks will be provided. There are a limited number of seats for this event, so please click the button below to register!
The college application process is daunting, but even harder is paying for college. We will cover saving options, merit scholarships, financial aid, FAFSA & CSS applications, education loans, and negotiating. Email Cheryl at info@eclecticassociates.com or call her at 714-738-0220 to register.
This 6-week workshop will cover tax changes, financial planning basics, elder care planning, choosing a financial professional, stock & bond investing, and how our brains sometimes make investing more difficult! Classes are Sept 7, Sept 14, Sept 21, Sept 28, Oct 5, and Oct 12. Call the Fullerton Community Center to register at 714-738-6305.
Young adults make some of the biggest financial decisions of their life in the 10 years after they graduate from high school. They might finance college, start a career, open a 401k, use credit cards, finance a new car, and buy a house. This course is a free 4-night intensive class for young adults, which will cover the basics of setting financial goals, financial planning, saving, jobs & retirement plans, taxes, investments, spending plans, credit cards, buying a home, using insurance for risk management and financial projections. Call or email Clarissa at 951-405-2720 or clarissa@eclecticassociates.com to register. The classes are Aug 14, 15, 16, and 17. There is quick free food for those that arrive at 6pm, plus Yeti water bottles for perfect attendance.
Young adults make some of the biggest financial decisions of their life in the 10 years after they graduate from high school. They might finance college, start a career, open a 401k, use credit cards, finance a new car, and buy a house. This course is a free 4-night intensive class for young adults, which will cover the basics of setting financial goals, financial planning, saving, jobs & retirement plans, taxes, investments, spending plans, credit cards, buying a home, using insurance for risk management and financial projections. Call or email Clarissa at 951-405-2720 or clarissa@eclecticassociates.com to register.