Broker Check

Events

Upcoming Events

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.

September 15, 2026

6:30p - 8:00p

Yorba Linda Community Center - in Yorba Room C

RSVP

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 17, 2026

6:30p - 8:00p

Yorba Linda Community Center - in Yorba Room C

RSVP

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.

Past Events

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.

Event Registration

Will you be able to attend this event?