Financial Planning Workshop

Name: Financial Planning Workshop
Start: 2026-03-02T00:00:00-08:00
Location: Zen's Tea House

Ronald Thomas - Thrivent

Highlights

Mon, 02 Mar • 12:00 AM

Zen's Tea House

Date & Location

Mon, 02 Mar • 12:00 AM (PST)

Zen's Tea House

6550 Greenleaf Ave, Whittier, CA, United States, Norwalk

About the event

Financial Planning Workshop

Join us for Financial Foundations: Your Blueprint to Thrive — an educational workshop designed to help you build a stable financial future and prepare for life’s uncertainties.
We’ll cover smart money moves, goal‑setting strategies, and an overview of the Five Phases of an IRA, including tax‑efficient planning for you and your heirs.
📅 Monday, March 2, 2026 | 6:00 PM PT
📍 Zen’s Tea House, Whittier, CA
🎟️ Reserve your spot today
Hosted by Ronald Thomas, FIC and Parker Olson, CFP®

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Zen's Tea House, 6550 Greenleaf Ave,Whittier,CA,United States, Norwalk

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Host Details

Ronald Thomas - Thrivent

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Financial Planning Workshop

Mon, 02 Mar • 12:00 AM