Free: Career Change Master Class

Free: Career Change Master Class

  • ALL AGES

Learn how to navigate a smooth job transition and protect your finances. EDD benefits, 401K options, COBRA, health insurance, taxes, & more!

By PacificView Wealth Management

Select date and time

Location

5301 California Ave

5301 California Avenue Irvine, CA 92617

Agenda

10:00 AM

Opening Introduction's

10:00 AM - 10:00 AM

Severance, State Benefits, & EDD

Learn about many of California's state benefit programs designed for individuals in financial hardship, such as Unemployment Insurance and Disability. We discuss how Severance plays into the equation.

10:00 AM - 10:00 AM

What Happens to Your Benefits?

Retirement Planning Specialist

Learn what happens to your current benefits when you change jobs, along with some interesting stores and examples of what NOT to do! We touch on the following: 401K's, 403B, FSA, HSA, Stock Options,...

Health Insurance Options

Learn your options for getting health insurance for your family after losing your employer's coverage. We discuss the CoveredCA marketplace, Medi-Cal, and methods for applying for health insurance.

10:00 AM - 10:00 AM

Am I Still On Track for Retirement?

If you're in your later years, a layoff or job change could be an opportunity to consider early retirement! If you're not, you may be worried about how this impacts your financial future long-term? L...

10:45 AM - 11:00 AM

Q & A- Come With Curiosity!

About this event

  • Free venue parking

Why Attend?
If you’ve ever changed jobs, you know first-hand the number of financial decisions you’ll need to make during a career change. Join our expert financial advisor in learning the specific strategies for navigating a smooth job transition. We will cover important topics such as: how to protect your 401(k) or Retirement plans, options for Health Insurance and COBRA, Severance Pay, California State EDD benefit options, and important tax considerations for your family.

Frequently asked questions

Is this workshop part of a broader series?

Yes! Our company offers a series of free workshops throughout Orange County over a quarterly basis to educate the community on how to make wiser, more fully informed decisions about your financial future at no cost to you.

Will there be drinks and food provided?

Yes! As a token of gratitude for your time with us we will have a some great options of some delish food items catered by Herb & Ranch for your enjoyment!

Am I limited to just one seminar?

Never! We offer these seminars for the community to come and learn of some great tools and ways to secure their financial success and legacy for years to come.

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Organized by

PacificView Wealth Management

We are a comprehensive wealth management firm based out of Irvine, CA. Our mission is to help successful families take control of their finances and create a future of their dreams.