ZIP Forms Training

Register for this in-person class for an overview of ZIP Form. Call the office at 310 216-6781 to register.  Space is Limited

Financial Planning Basics

Register for this in-person class to understand the basics of Financial Planning with Charles Ho and James Politis with Northwestern Mutual. This is a great opportunity to ask questions and understand how you can plan for your future. 310 216-6781

WomanUP! – Oceanside, CA

Join us to support and empower women and underserved communities to become leaders in our industry.

New Member Orientation

Zoom Online
Register https://bit.ly/3Ik0FbN

New Members will learn all about our local association and the various opportunities offered. Must complete Ethics training prior to registration.

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