Complimentary Workshops

Throughout the year, Bernd hosts a variety of workshops in Southern California focusing on a range of topics. Previous workshops have discussed:
  • Personal Financial View
  • CPA continuing education courses
  • Retirement Planning
  • Insurance Strategies
  • Tax Strategies
  • Financial Strategies
  • Real Estate Investor Trusts
If you would like more information on upcoming workshops and seminars, please call (949) 471-5827.