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Main Office:

151 Kalmus Drive, Suite C-150 

Costa Mesa, CA 92626 
(714) 850-0534 

(714) 850-0934 FAX  

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Desert Office:

77-564 Country Club Drive #150

Palm Desert, CA 92211

(760) 350-5049

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Fall 2017 “It’s Your Money” Series

September 4, 2017

For almost a decade the associates at GW Financial, Inc. (GWF) have presented at the “It’s
Your Money” and the “It’s Your Estate” workshops. These workshops are hosted by Financial Empowerment and Estate Literacy (FEEL). Their mission is to prevent financial abuse by educating seniors to take control of their financial, estate, and charitable giving decisions.  
 
The Fall 2017 “It’s Your Money” series will provide a good overview of financial planning and investment management concepts. GWF associate, Julie Bray, will be presenting during on Thursday, October 26, 2017,  discussing "Fixed Income Investing" at the Fullerton Community Center.​

 

Feel free to share this event with family or friends whom you think would benefit from attending.

 

Please contact the Fullerton Community Center directly at 714-738-6305 to register for these free community classes.

 

View the Full Fall 2017 Workshop Series Schedule

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September 10, 2019

August 5, 2019

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