What we're about

This group is open to anyone who wants to learn how to improve their finances and learn the secrets and tools the wealthy use to keep and grow wealth. We have a passion for helping people achieve their dreams of achieving financial success. We have broken down very complex concepts and made them very easy to understand and implement in your life. We are a multi-cultural group ranging in age from late teens to late 70s'..so we invite any and everyone to come learn and grow with us. We have set these up at our office in a series of workshops. There are five workshops in total and each participant will receive a free workbook that will help you work through the concepts and learn these valuable skills. There workshops can be taken in any order and as many times as you would like.
We hope that you will come and join us and start the new year off working towards your new goals.

Upcoming events (5+)

Building a Secure Financial Future

Needs a location

We are going to have another great workshop in our series that is open to all. In our main office we will also be having a product training on IUL. The IUL is a fantastic tool to create income with tax benefits, asset protection, legacy creation/ transfer of wealth and protection for your family. Come learn the benefits of owning and using thee vehicles to create your future. One of our senior trainers with many years in the business is going to share what these vehicles do and how he has been able to help hundreds of families. As always our workshops are free and open to the public...Please feel free to bring family and friends who you think could benefit from these workshops.

Financial Literacy Campaign

WFG Balboa Financial Center

Building a Secure Financial Future

Needs a location

We are going to have another great workshop in our series that is open to all. In our main office we will also be having a product training on IUL. The IUL is a fantastic tool to create income with tax benefits, asset protection, legacy creation/ transfer of wealth and protection for your family. Come learn the benefits of owning and using thee vehicles to create your future. One of our senior trainers with many years in the business is going to share what these vehicles do and how he has been able to help hundreds of families. As always our workshops are free and open to the public...Please feel free to bring family and friends who you think could benefit from these workshops.

Financial Literacy Campaign

WFG Balboa Financial Center

Past events (265)

Financial Literacy Campaign

WFG Balboa Financial Center

Photos (63)