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FInancial Planning Dinner

iHollywood Forum

FInancial Planning Dinner

Ticket Information

Type     Quantity
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Our client is a financial planning organization that is seeking to host luxury dinners at unique venues in LA. Sign up if you would like to be notified when they host events in your area.
Free  

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Event Details

We have several financial management firms that offered like to host special events on topics which are of financial importance and interest to most individuals.  These events will potentially include free dinners at fine upscale restaurants and unique venues in CA incudling LA, San Diego, Orange Count, SF Bay area, New York, Washington DC.  

RSVP Now for First Dinner, Space Limited!
Tuesday, Nov 27 from 6pm-9pm at Real Office Center, 604 Arizona St in Santa Monica.
ALERT!
Free tickets sold out. Only 10 tickets left for purchase.

Nov 27 Includes Buffet Dinner and Free Open Bar:

  • Premium New Amsterdam Vodka and Gin
  • OM Organic Vodka Cocktails
  • Firemen's Brew Beer
  • Wine and soft drinks

Cocktails and Beer; 6:00-6:30
Program 6:30-7:00
Dinner and Drinks 7:00-8:30
Includes drinks and food; and networking with investors.  For free tickets, you must arrive by 6:30for admission.  We reserve the right to requirei a $30 fee for entrance afrer 6:30.  This event is hosted by Axa Advisors. You can bring a guest but each person must register under their own name.


 This dinner event takes place the night before the Nov 28 
Startup Venture Summit where investors and startups connect. Learn more now!



We have not selected dates in other cities. If you qualify, you will be notified about a specific event

Please let us know which topics would be of interest to you by taking the survey when you register.

Our client will be contacting you when they schedule the events according to your preferences and qualifications.

 

Financial Planning Needs: 

I Specific for Women

Successful Women Invest in Themselves: designed to help high-net worth women prioritize their goals and plan ahead and apply the right investment strategies and solutions.
 Divorce: Planning for a New Beginning: while divorce laws vary by state, this seminar covers many key financial issues that should be considered

 

II. Retirement

Focus on Retirement 

Failed to Save for Retirement Now What?

Retirement Standard Summary Overview 

Roth 2010 Conversion: The Potential to Achieve Tax Free Retirement 

Roadmap to Retirement: 12 IRA Planning Mistakes to Avoid

 

 III. General Investment Issues

Making the Most of Your Fixed Income Investments 

Choosing Investments fro your 401k 

Understanding Investment Risk

Managing Your Portfolio

 

 IV.  College Planning

529 College Savings Plans: Simply the Smart Way to Save for College

  

V. Alternative Life-Style Wealth Issues 

Wealth Planning for Domestic Partners

 

Have questions about FInancial Planning Dinner? Contact iHollywood Forum

Where


Los Angeles, San Francisco, Orange County

, MS 39730

Organizer

iHollywood Forum

 

iHOLLYWOOD FORUM

iHollywood Forum has been producing dinners and seminars for entertainment and tech executives for nine years. Our events include the Digital Media Summit, Mobile Entertainment Summit, Advertising Innovations Summit, Digital Living Room, 3D Next, Game Next, and IPTV World. more...

 

  Contact the Organizer

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