List of workshops

FULL

Carlsbad City Library

Topic: Taxes, Inflation, and Retirement Planning

1775 Dove Ln, Carlsbad, CA 92011

Tuesday, February 24 @ 5:30 – 6:30 pm

FULL

La Cañada Thursday Club

Topic: Social Security and Taxes

4440 Woodleigh Ln, La Cañada Flintridge, CA 91011

Tuesday, February 24 @ 6:00 – 7:00 pm

FULL

Campbell Community Center

Topic: Tax Planning for Retirement

1 W Campbell Ave, Campbell, CA 95008

Tuesday, February 24 @ 6:30 – 7:30 pm

FULL

Palomar College – San Marcos Campus

Topic: Retirement Tax Strategies for 2026

1140 W Mission Rd, San Marcos, CA 92069

Tuesday, February 24 @ 6:30 – 7:30 pm

FULL

Quail Hill Community Center

Topic: Retirement Tax Strategies for 2026

39 Shady Canyon Dr, Irvine, CA 92603

Tuesday, February 24 @ 6:30 – 7:30 pm

FULL

Pepperdine University – Calabasas Campus

Topic: Taxes, Inflation, and Market Volatility

26750 Agoura Rd, Calabasas, CA 91302

Wednesday, February 25 @ 6:30 – 7:30 pm

Register

Shasta College Community Leadership Center

Topic: Taxes and Maximizing Social Security

1401 California St, Redding, CA 96001

Thursday, February 26 @ 1:00 – 2:30 pm

Register

DeBell Golf Club

Topic: Social Security and Taxes

1500 E Walnut Ave, Burbank, CA 91501

Thursday, February 26 @ 6:00 – 7:00 pm

Register

Grossmont College

Topic: Retirement Tax Strategies for 2026

8800 Grossmont College Dr, El Cajon, CA 92020

Thursday, February 26 @ 6:30 – 7:30 pm

Register

National University

Topic: Taxes, Inflation, and Market Volatility

9980 Carroll Canyon Rd, San Diego, CA 92131

Tuesday, March 3 @ 6:00 – 7:30 pm

Register

Buena Vista Library

Topic: Estate Planning

300 N Buena Vista St, Burbank, CA 91505

Tuesday, March 3 @ 6:00 – 7:00 pm

Register

Mission Valley Library

Topic: Optimizing Your Social Security

2123 Fenton Pkwy, San Diego, CA 92108

Tuesday, March 3 @ 6:00 – 7:00 pm

Register

Norman P. Murray Community and Senior Center

Topic: Taxes in Retirement

24932 Veterans Way, Mission Viejo, CA 92692

Tuesday, March 3 @ 7:00 – 8:00 pm

Register

La Verne Public Library

Topic: Optimizing Your Social Security

3640 D St, La Verne, CA 91750

Wednesday, March 4 @ 6:00 – 7:00 pm

Register

Alpert JCC

Topic: Social Security and Taxes

3801 E Willow St, Long Beach, CA 90815

Thursday, March 5 @ 11:30 am – 12:30 pm

Register

Redondo Beach Library

Topic: Taxes, Social Security and Retirement Planning

303 N Pacific Coast Hwy, Redondo Beach, CA 90277

Thursday, March 5 @ 5:30 – 7:00 pm

Register

Ronald H. Roberts Library

Topic: Taxes in Retirement

30600 Pauba Rd, Temecula, CA 92592

Thursday, March 5 @ 6:00 – 7:00 pm

Register

Goldy S. Lewis Community Center

Topic: Optimizing Your Social Security

11200 Base Line Rd, Rancho Cucamonga, CA 91701

Thursday, March 5 @ 6:00 – 7:00 pm

Register

National University

Topic: Taxes, Inflation, and Market Volatility

9980 Carroll Canyon Rd, San Diego, CA 92131

Thursday, March 5 @ 6:00 – 7:30 pm

Register

Orangevale Community Center

Topic: Social Security Optimization

6826 Hazel Ave, Orangevale, CA 95662

Monday, March 9 @ 6:00 – 7:30 pm

Register

Orangevale Community Center

Topic: Social Security Optimization

6826 Hazel Ave, Orangevale, CA 95662

Tuesday, March 10 @ 6:00 – 7:30 pm

Register

San Juan Capistrano Community Center

Topic: Taxes in Retirement

25925 Camino Del Avion, San Juan Capistrano, CA 92675

Tuesday, March 10 @ 6:30 – 7:30 pm

Register

California State University – Fullerton

Topic: Taxes in Retirement

800 N State College Blvd, Fullerton, CA 92831

Tuesday, March 10 @ 6:30 – 7:30 pm

Register

Alpert JCC

Topic: Social Security and Taxes

3801 E Willow St, Long Beach, CA 90815

Thursday, March 12 @ 11:30 am – 12:30 pm

Register

Santee Civic Center

Topic: Optimizing Your Social Security

10601 Magnolia Ave, Santee, CA 92071

Thursday, March 12 @ 6:00 – 7:00 pm

Register

Encinitas Library

Topic: Taxes, Inflation, and Retirement Planning

540 Cornish Dr, Encinitas, CA 92024

Tuesday, March 17 @ 5:30 – 6:30 pm

Register

Chino Hills Community Center

Topic: Taxes in Retirement

14250 Peyton Dr, Chino Hills, CA 91709

Tuesday, March 17 @ 6:30 – 8:00 pm

Register

Cypress Community Center

Topic: Estate Planning

5700 Orange Ave, Cypress, CA 90630

Wednesday, March 18 @ 6:00 – 7:00 pm

Register

Chino Hills Community Center

Topic: Taxes in Retirement

14250 Peyton Dr, Chino Hills, CA 91709

Wednesday, March 18 @ 6:30 – 8:00 pm

Register

Encino-Tarzana Branch Library

Topic: Optimizing Your Social Security

18231 Ventura Blvd, Tarzana, CA 91356

Thursday, March 19 @ 6:00 – 7:00 pm

Register

Ripon Branch Library

Topic: Retirement Planning

333 W Main St, Ripon, CA 95366

Thursday, March 19 @ 6:00 – 7:30 pm

Register

Canyon Hills High School

Topic: Taxes in Retirement

5156 Santo Rd, San Diego, CA 92124

Thursday, March 19 @ 6:30 – 7:30 pm

Register

Jessup University – Rocklin Campus

Topic: Taxes and Legacy Planning

2121 University Ave, Rocklin, CA 95765

Thursday, March 19 @ 6:30 – 8:30 pm

Register

Mickey Cafagna Community Center

Topic: Optimizing Your Social Security

13094 Civic Center Dr, Poway, CA 92064

Saturday, March 21 @ 10:30 – 11:30 am

Register

Bidwell Forum

Topic: Optimizing your Social Security

140 Glendora Ave, Glendora, CA 91741

Tuesday, March 24 @ 6:00 – 7:00 pm

Register

Jessup University – Rocklin Campus

Topic: Taxes and Legacy Planning

2121 University Ave, Rocklin, CA 95765

Tuesday, March 24 @ 6:30 – 8:30 pm

Register

Campbell Community Center

Topic: Tax Planning for Retirement

1 W Campbell Ave, Campbell, CA 95008

Tuesday, March 24 @ 6:30 – 7:30 pm

Register

Camarillo Library

Topic: Retirement and Estate Planning

4101 Las Posas Rd, Camarillo, CA 93010

Wednesday, March 25 @ 11:00 am – 12:30 pm

Register

Ovitt Family Community Library

Topic: Estate Planning

215 E C St, Ontario, CA 91764

Wednesday, March 25 @ 6:00 – 7:00 pm

Register

Hilton Woodland Hills

Topic: Retirement Tax Strategies for 2026

6360 Canoga Ave, Woodland Hills, CA 91367

Wednesday, March 25 @ 6:30 – 7:30 pm

Register

Encinitas Community Center

Topic: Estate Planning

1140 Oakcrest Park Dr, Encinitas, CA 92024

Thursday, March 26 @ 6:00 – 7:00 pm

Register

Camarillo Library

Topic: Retirement and Estate Planning

4101 Las Posas Rd, Camarillo, CA 93010

Thursday, March 26 @ 6:00 – 7:30 pm

Register

La Habra Community Center

Topic: Optimizing Your Social Security

101 W La Habra Blvd, La Habra, CA 90631

Thursday, March 26 @ 6:00 – 7:00 pm

Register

Campbell Community Center

Topic: Tax Planning for Retirement

1 W Campbell Ave, Campbell, CA 95008

Tuesday, March 31 @ 6:30 – 7:30 pm

Register

Lois J. Mangarelli Canyonside Recreation Center

Topic: Optimizing Your Social Security

12350 Black Mountain Rd, San Diego, CA 92129

Wednesday, April 1 @ 6:00 – 7:00 pm

Register

Mira Mesa Library

Topic: Estate Planning

8405 New Salem St, San Diego, CA 92126

Tuesday, April 7 @ 6:30 – 7:30 pm

Register

Chatsworth Branch Library

Topic: Estate Planning

21052 Devonshire St, Chatsworth, CA 91311

Thursday, April 9 @ 6:30 – 7:30 pm

Register

Cerritos Library

Topic: Optimizing Your Social Security Benefits

18025 Bloomfield Ave, Cerritos, CA 90703

Tuesday, April 14 @ 6:30 – 7:30 pm

Register

Monrovia Library

Topic: Estate Planning

321 S Myrtle Ave, Monrovia, CA 91016

Thursday, April 16 @ 6:00 – 7:00 pm

Register

Orange Library

Topic: Optimizing Your Social Security

407 E Chapman Ave, Orange, CA 92866

Wednesday, April 22 @ 6:00 – 7:00 pm

Register

San Diego Oasis Rancho Bernardo

Topic: Estate Planning

17170 Bernardo Center Dr, San Diego, CA 92128

Tuesday, April 28 @ 6:00 – 7:00 pm

Register

Claremont Helen Renwick Library

Topic: Optimizing Your Social Security

208 N Harvard Ave N, Claremont, CA 91711

Tuesday, April 28 @ 6:00 – 7:00 pm

Register

Corona Library

Topic: Optimizing Your Social Security Benefits

650 S Main St, Corona, CA 92882

Wednesday, April 29 @ 6:30 – 7:30 pm

Register