Events
Upcoming Events
Check back soon for more events!
Join us for a Free Educational Workshop
RETIREMENT INCOME PLANNING, WILLS & TRUSTS
Tuesday
FEBRUARY 3, 2026
6:00 pm - 7:30 pm
Thursday
FEBRUARY 5, 2026
6:00 pm - 7:30 pm
VALENCIA PUBLIC LIBRARY
23743 W. Valencia Blvd.
Santa Clarita, CA 91355
To register by phone, please call: (877) 523-1538
To register by email, please write to: dd@danieladubach.com or
info@financialliteracyinstitute.org
This is an educational workshop featuring a simple, proven 5-step approach to planning for a secure and sustainable retirement.
How to protect your IRAs and retirement accounts.
How to plan for when retirement starts, how long it may last, and the lifestyle you want.
How to estimate what you’ll need to retire comfortably.
How health care costs, taxes, and inflation can affect your plan.
How to make the most of Social Security, pensions, and smart withdrawal strategies.
EDUCATIONAL WORKSHOP SPONSORED BY:
Daniela Dubach
Certified Financial Fiduciary®
GUEST SPONSOR:
Samuel Birdsong, JD
Estate Planning Attorney
THURSDAY, AUGUST 1, and TUESDAY, AUGUST 6, 2024
6:00 PM - 7:30 PM
Past Events
Social Security and Retirement Income Planning Workshops 2024
Social Security Workshop
Social Security Workshop
Women & Wealth Seminar 2023
Women and Wealth Seminar
Women and Wealth Seminar
Women and Wealth Seminar
Other Events
Law Firm Workshop
Retirement Workshop for School Nurses
Panelist & Speaker