Events
Upcoming Events
Protecting Your Legacy & Surviving Retirement
You’ve spent years working hard, saving, and building a future for yourself and the people you love. But retirement brings important questions: Will your money last? Are your savings protected? Will your family be prepared if something happens to you? And are you taking advantage of every opportunity to preserve more of what you’ve worked so hard to build? Join us for a complimentary educational dinner workshop designed to help retirees and those approaching retirement better understand the decisions that can impact their income, investments, taxes, and legacy. We’ll explain important retirement and estate-planning strategies in simple, easy to understand terms, so you can make informed decisions with greater confidence and peace of mind.
Past Events
October 8, 2026
6:30p - 8:00p
Diamond Bar Center - The Pine Room
Protecting Your Legacy & Surviving Retirement
You’ve spent years working hard, saving, and building a future for yourself and the people you love. But retirement brings important questions: Will your money last? Are your savings protected? Will your family be prepared if something happens to you? And are you taking advantage of every opportunity to preserve more of what you’ve worked so hard to build? Join us for a complimentary educational dinner workshop designed to help retirees and those approaching retirement better understand the decisions that can impact their income, investments, taxes, and legacy. We’ll explain important retirement and estate-planning strategies in simple, easy to understand terms, so you can make informed decisions with greater confidence and peace of mind.
September 17, 2026
6:30p - 8:00p
Yorba Linda Community Center - in Yorba Room C
Will, Estate & Financial Planning Protection Strategies
Join us for a complimentary educational dinner workshop focused on estate and retirement planning. Learn practical strategies to help protect your assets, reduce financial risks and taxes, maximize retirement income, and avoid unnecessary probate delays and costs. The workshop will also cover wills and living trusts, low-risk investment strategies, tax planning, retirement protection, and how recent legislation may affect your financial future. Spouses are encouraged to attend. Meals will be provided, and seating is limited. Register today to reserve your spot!
FOR EDUCATIONAL PURPOSES; NO PRODUCTS WILL BE SOLD AT THIS WORKSHOP. Association of Financial ConsultantsTM is an IRS-approved 501(c)(3) non-profit organization. Our member fiduciaries and consultants are licensed professionals dedicated to public service and education. We serve as an educational resource for Americans seeking to better understand financial planning. Our members simplify complex financial topics, adhere to a Code of Conduct emphasizing integrity, accountability, and transparency, and offer workshops and classes nationwide. For more information, visit www.associationoffinancialconsultants.org.
There is no obligation to make a follow up appointment. No Agents/Brokers/ Advisors Permitted.This event is meant for first time attendees and for those age 35 and above.
September 15, 2026
6:30p - 8:00p
Yorba Linda Community Center - in Yorba Room C
Will, Estate & Financial Planning Protection Strategies
Join us for a complimentary educational dinner workshop focused on estate and retirement planning. Learn practical strategies to help protect your assets, reduce financial risks and taxes, maximize retirement income, and avoid unnecessary probate delays and costs. The workshop will also cover wills and living trusts, low-risk investment strategies, tax planning, retirement protection, and how recent legislation may affect your financial future. Spouses are encouraged to attend. Meals will be provided, and seating is limited. Register today to reserve your spot!
FOR EDUCATIONAL PURPOSES; NO PRODUCTS WILL BE SOLD AT THIS WORKSHOP. Association of Financial ConsultantsTM is an IRS-approved 501(c)(3) non-profit organization. Our member fiduciaries and consultants are licensed professionals dedicated to public service and education. We serve as an educational resource for Americans seeking to better understand financial planning. Our members simplify complex financial topics, adhere to a Code of Conduct emphasizing integrity, accountability, and transparency, and offer workshops and classes nationwide. For more information, visit www.associationoffinancialconsultants.org.
There is no obligation to make a follow up appointment. No Agents/Brokers/ Advisors Permitted.This event is meant for first time attendees and for those age 35 and above.
August 26 - August 27, 2026
6:30p - 8:00p
Chino Hills Community Center - Great Oak Hall A
Will, Estate & Financial Planning Protection Strategies
Join us for a complimentary educational dinner workshop focused on estate and retirement planning. Learn practical strategies to help protect your assets, reduce financial risks and taxes, maximize retirement income, and avoid unnecessary probate delays and costs. The workshop will also cover wills and living trusts, low-risk investment strategies, tax planning, retirement protection, and how recent legislation may affect your financial future. Spouses are encouraged to attend. Meals will be provided, and seating is limited. Register today to reserve your spot!
FOR EDUCATIONAL PURPOSES; NO PRODUCTS WILL BE SOLD AT THIS WORKSHOP. Association of Financial ConsultantsTM is an IRS-approved 501(c)(3) non-profit organization. Our member fiduciaries and consultants are licensed professionals dedicated to public service and education. We serve as an educational resource for Americans seeking to better understand financial planning. Our members simplify complex financial topics, adhere to a Code of Conduct emphasizing integrity, accountability, and transparency, and offer workshops and classes nationwide. For more information, visit www.associationoffinancialconsultants.org.
There is no obligation to make a follow up appointment. No Agents/Brokers/ Advisors Permitted.This event is meant for first time attendees and for those age 35 and above.
August 19 - August 20, 2026
6:30p - 8:00p
Fullerton Community Center - Classroom 1
Will, Estate & Financial Planning Protection Strategies
Join us for a complimentary educational dinner workshop focused on estate and retirement planning. Learn practical strategies to help protect your assets, reduce financial risks and taxes, maximize retirement income, and avoid unnecessary probate delays and costs. The workshop will also cover wills and living trusts, low-risk investment strategies, tax planning, retirement protection, and how recent legislation may affect your financial future. Spouses are encouraged to attend. Meals will be provided, and seating is limited. Register today to reserve your spot!
FOR EDUCATIONAL PURPOSES; NO PRODUCTS WILL BE SOLD AT THIS WORKSHOP. Association of Financial ConsultantsTM is an IRS-approved 501(c)(3) non-profit organization. Our member fiduciaries and consultants are licensed professionals dedicated to public service and education. We serve as an educational resource for Americans seeking to better understand financial planning. Our members simplify complex financial topics, adhere to a Code of Conduct emphasizing integrity, accountability, and transparency, and offer workshops and classes nationwide. For more information, visit www.associationoffinancialconsultants.org.
There is no obligation to make a follow up appointment. No Agents/Brokers/ Advisors Permitted. This event is meant for first time attendees and for those age 35 and above.
August 15, 2026
9:30a - 12:00p
Integrity Financial & Insurance Services Chino Hills Office
Estate Planning and Legacy Protection
Join us for an educational workshop that demystifies key roles in your financial future. Whether you're creating your estate plan or updating an existing one, understanding the responsibilities of each role is crucial for protecting your family and assets. This workshop is perfect for individuals and families discussing succession planning & anyone serving as (or considering becoming) a POA, trustee, or executor.
RSVP by Monday, August 10.
June 4, 2026
6:00p - 9:00p
Integrity Financial & Insurance Services Chino Hills Office
The Financially Fabulous Social Hour by Integrity
Explore curated vendors featuring jewelry, skincare, peptides, boutique fashion, and aesthetics while enjoying charcuterie, light bites, and meaningful conversations in a luxe and feminine atmosphere. Whether you're looking to make new connections, support local businesses, or simply enjoy a fabulous night out, this event was created with you in mind. Come sip, shop, connect, and celebrate with us — because empowered women empower women.
Event exclusive for age 21+ and over women ONLY.