Summer Series of Savings
About this Event
The Summer of Savings The Summer of Savings Series: Build, Protect & Grow Your Wealth This Summer! ☀️
Join us for a powerful 3-part financial education series designed to help families and individuals take control of their future. Whether you’re just starting out or looking to strengthen your financial foundation, this summer is your opportunity to get clear, confident, and strategic with your money.
Each session is packed with expert guidance, practical tools, and real-life strategies to help you save smart, protect what matters, and build lasting wealth. 💼🏠📈
📅 SESSION 1 – June 25th | Estate Planning Essentials
Time: 6:30 PM – 7:30 PM PST
Don’t leave your legacy to chance. Learn how to protect your family, avoid probate, and make sure your wishes are honored.
This session covers:
- What goes into a comprehensive estate plan
- Living trusts vs. wills
- Power of Attorney and Advance Healthcare Directives
- Guardianship planning for minor children
- How to avoid court battles and delays
📅 SESSION 2 – July 30th | Foundations of Retirement & Wealth Accumulation
Time: 6:30 PM – 7:30 PM PST
Smart financial planning isn’t just about retirement—it’s about building a life of freedom. In this session, we’ll cover the key pillars of wealth creation and long-term security:
- ✅ Life Insurance: Protection with purpose
- ✅ Retirement Accounts: 401(k), IRA, Roth – what fits you?
- ✅ Tax Minimization: Keep more of what you earn
- ✅ Wealth Management: Growing your assets intentionally
- ✅ Estate Planning: Integrating your legacy into your strategy
📅 SESSION 3 – August 27th | Strategies for Managing Mortgages & Homeownership
Time: 6:30 PM – 7:30 PM PST
Your home is one of your biggest financial assets—are you managing it strategically? This session will help you navigate:
- Understanding mortgage types and refinancing options
- How to pay off your mortgage smarter (not just faster)
- Using your home equity without sacrificing your future
- Pros and cons of buying vs. renting in today’s market
- Long-term wealth strategies tied to real estate ownership
🎟️ Reserve your spot for one, two, or all three sessions!
FREE to attend, but space is limited—register now to secure your seat.
Your Hosts:
Bonnie Bowden - Senior Loan Officer - My City Lender
Cece SanDiego - Realtor
Maria Brandenburg - Business Developement Manager - Great American Title Agency
Josh Norris - Senior Partner - Arrive Financial Services
| Ticket Information | Ticket Price |
|---|---|
| Summer Series Ticket | Free |
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