Welcome to Our Learning Center
Where education becomes the essence of your financial plan. Our classes will help you with the following:
- Life Planning for Retirement
- Retirement Plan Distributions
- Retirement Needs & Expenses
- Retirement Obstacles & Mistakes
- Risk Management & Asset Protection
- Sources of Retirement Income
- Estate Planning
Client Luncheon – Travel Hacking
LA Client Luncheon
Brea Client Luncheon
Explore our course offering and see how you can benefit by learning from a CFP® board certified instructor.
More Financial Resources
Keeping you informed and up-to-date on the latest financial planning and investment news, headlines and strategies.
While recent market gains have been led by a handful of U.S. based large growth companies, our conviction remains firm that our portfolios are positioned to produce long-term returns with acceptable levels of risk. For starters, while markets move in cycles, the empirical evidence remains...
Designing a portfolio that meets your needs can be a challenge. Not only do you need to select investments to meet your return objectives, but also manage how much risk you take. Also, you need to actually implement those decisions, select the most appropriate products...
Featured White Papers
Education is the cornerstone of financial success. Browse through our latest financial planning white papers to become more informed about the money issues that make a difference in your life.
The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important...
Newly updated for 2019: Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper. In this guide, you’ll learn… What exactly a Roth IRA is Eligibility requirements Contribution limits The difference between a Roth...
Newly updated for 2019: Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait! This tax checklist covers the important tax items that you need to...
Are you on track for your retirement? Are you behind in saving? “Big Al” Clopine, CPA from the Your Money, Your Wealth® Show has created a Quick Retirement Calculator Guide to help you find out. This Quick Retirement Calculator Will Guide You Through How To: Estimate...
Explore financial and investment topics, explained to you by our team of Certified Financial Planner™ (CFP®) professionals.
Currently, there are over 67 million people receiving Social Security benefits. Additionally, there are 10,000 baby boomers turning 65 every single day for the next 12 years. This is going to put some strain on Social Security when it comes to your claiming strategies, but...
We all understand that there’s risk in the world. Put simply, risk is the possibility of loss. As investors, we tend to focus solely on market risk. But there are many different types of risk. In this video, David Cook, CFP® of Pure Financial Advisors...
Allison Alley, CFP® answers a common question: is Social Security considered income? Transcript: One of the questions we get quite a lot is in regard to Social Security. People always want to know if Social Security is considered income. Well, the short answer is yes,...
Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep in mind, there may be some complications. Amy Cattelino, CFP® explains. Transcript: Here’s a question we get a lot: “Can...