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Loan Officer Master Class with The Mortgage Geek - Sean Cahan

Thu., July 18, 10 a.m.
The DeVry Institute Building 2655 Camino Del Rio North, San Diego

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Master Class with The Mortgage Geek What does it take to produce over $100 Million a year in loan volume FOUR years in a row? Very few Loan Officers in the country know the answer to that question, and even fewer of them are willing to share anything about it. Sean Cahan, also known as "The Mortgage Geek" is not you avergage Loan Officer. In this Master Class, Sean will tell you everything he's doing and how he's doing it so he can produce over $100M/yr in personal production. Oh by the way, he is also the President of a growing national mortgage bank! Learn his secrets and tried & more

The Financial Gym: July San Diego Money Tribe Meet-up

Thu., July 18, 6:30 p.m.
Nolita Hill 2305 India St, San Diego

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Join us for the next Ssn Diego Money Tribe Meet-up! You'll have a chance to mingle with The Financial Gym team as well as meet current and new members of the San Diego Money Tribe. Diane, our money tribe leader will be there to greet new members. There will be plenty of discussion about personal finance over good food, tasty drinks, and with great people! Open to all members of the community! You don't have to be a FinGym client to join. The Financial Gym is a personal financial planning company that takes a fitness-inspired approach to your finances, teaching you to make smarter money decisions that add up over more

Financial Planning 101-Fridays-July 19

Fri., July 19, 10 a.m.
Women’s Financial Academy 3530 Camino Del Rio North Suite 202, San Diego

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Financial Planning 101 How will you reach your goals? Take control of your investments, taxes, insurance, and financial planning in this hands-on class. Week 1: Set goals and use interactive software to calculate your needs Week 2: Investment Methodology Week 3: Assessing your investments – are they right for you? Week 4: A visiting CPA teaches taxes and tax strategies Week 5: Are you vulnerable? An insurance specialist tests your liabilities. We don’t talk about it – we get it done!Our next offering is: Fridays, July 19 - August 16, 10:00 am - 11:30 amClick here to sign up:https://womensfinancialacademy.com/event/financial-planning-101-fridays-3/2019-07-19/ Course Fee: $250Location:Women's Financial Academy3530 Camino Del Rio North Suite 202, more

Hot Topics for Business Owners at Corporate Alliance

Fri., July 19, 11 a.m.
Corporate Alliance of San Diego 9540 Towne Centre Drive, San Diego

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Attend this lunch with timely & important discussions on topics which affect YOUR bottom line! What You Need to Know to Grow Your Business in 2019 & Beyond! Complimentary lunch is included! Parking is Free! 100% of Your Donation Goes to the San Diego Food Bank! *Note for Financial Advisors: *Advisors may attend if accompanied by at least one business owner. Please respect our request. Hot Topics image by mucahiddinsenturk on shutterstock

Fundamental Principles for Non-Correlated Life Settlement Investing and Innovative Tax Reduction Strategies for High Net-Worth Business Owners. (July 25th)

Thu., July 25, 11:30 a.m.
Trattoria Ponte Vecchio 2334 Carmel Valley Road, Del Mar

Buy Tickets$30


Lunch and Learn Series: Fundamental Principles for Non-Correlated Life Settlement Investing and Innovative Tax Reduction Strategies for High Net-Worth Business Owners with Marc Olswang and Andrew Murphy. Those attending will receive a certificate to cover the cost of up to 24 hours of CE Credit!! Join fellow CPAs, Financial Advisors, Attorneys, Independent Insurance Agents, and other financial professionals for an interactive event covering tips on maximizing life settlement options, and leveraged planning tools. Marc Olswang will be covering the following topics: Discover the little known strategies that can help slash your tax bill. Tax efficient and cost effective ways to help your business owner clients save for retirement. How to more

July CA University

Wed., July 31, 7:30 a.m.
9540 Towne Centre Dr Suite 150, San Diego

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Join us for a discussion about your information that will help you understand what your financial statements and KPIs (Key Performance Indicators) can tell you about your businesses results, effectiveness, cash flow, etc.  Topics discussed include: My P&L says I made money this month, why isn't it in the bank? The stuff on my balence sheet really isn't importamt...right?? I want to grow my business, how much will I need to borrow? We will also provide a worksheet for you to create a plan for improving timeliness, accuracy and relevance of the information you use to run your business.

STARTUP 103: Business Plan That Attracts Investments

Tue., Aug. 27, 6:30 p.m.
Co-mmunity Cowork - La Jolla 7580 Fay Ave #204, San Diego

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**PLEASE RSVP IF YOU INTEND TO COME (limited space)** "How do I write a convincing business plan as a startup entrepreneur?" "Why is business plan important to investors?" "Why does a good business plan matter to anyone who's involved in your business?" "What is the most important piece of the business plan?" Out Entrepreneurs (San Diego LGBT Entrepreneurs, Investors and Allies) presents: Startup 103: Business Plan That Attracts Investments This is part of a FOUR Workshops event. To RSVPs for the other four events, please click here. Come prepare to learn, network and ask any questions you may have. We will have a brief networking opportunity for all the event more

August CA University

Wed., Aug. 28, 7:30 a.m.
9540 Towne Centre Dr Suite 150, San Diego

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Join us for a discussion about your information that will help you understand what your financial statements and KPIs (Key Performance Indicators) can tell you about your businesses results, effectiveness, cash flow, etc.  Topics discussed include: My P&L says I made money this month, why isn't it in the bank? The stuff on my balence sheet really isn't importamt...right?? I want to grow my business, how much will I need to borrow? We will also provide a worksheet for you to create a plan for improving timeliness, accuracy and relevance of the information you use to run your business.

September CA University

Wed., Sept. 25, 7:30 a.m.
9540 Towne Centre Dr Suite 150, San Diego

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Join us for a discussion about your information that will help you understand what your financial statements and KPIs (Key Performance Indicators) can tell you about your businesses results, effectiveness, cash flow, etc.  Topics discussed include: My P&L says I made money this month, why isn't it in the bank? The stuff on my balence sheet really isn't importamt...right?? I want to grow my business, how much will I need to borrow? We will also provide a worksheet for you to create a plan for improving timeliness, accuracy and relevance of the information you use to run your business.

Ethics for the CIA, CPA, CISA and CFE - San Diego - CPE for the CPA, CIA CISA, CFE and Yellow Book

Tue., Oct. 15, 1 p.m.
Regus Office Suites 501 West Broadway, Suite 800, San Diego

Buy Tickets$240


Ethics training for the CIA, CPA, CFE and CISA to meet their CPE requirements. Look at Ethics from the from a number of perspectives: fraud examiner, investigator, auditor, accountant, attorney or business owner's. EAch professional group provides their code of conduct or set of professional ethics. This seminar explores how to manage professionals behavior within these guidelines. This timely, one-half day CPE training seminar is designed for the CIA, CPA, CISA, CFE, controllers, finance managers, attorneys, IT professionals and department heads. Ethics is the study of morality. "Managing Business Ethics" is concerned with business practices defining right and wrong behavior in the corporate environment. We frequently make ethical choices in more

October CA University

Wed., Oct. 30, 7:30 a.m.
9540 Towne Centre Dr Suite 150, San Diego

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Join us for a discussion about your information that will help you understand what your financial statements and KPIs (Key Performance Indicators) can tell you about your businesses results, effectiveness, cash flow, etc.  Topics discussed include: My P&L says I made money this month, why isn't it in the bank? The stuff on my balence sheet really isn't importamt...right?? I want to grow my business, how much will I need to borrow? We will also provide a worksheet for you to create a plan for improving timeliness, accuracy and relevance of the information you use to run your business.

LHPH Summit 2019

Fri., Nov. 8, 8 a.m.
Hard Rock Hotel San Diego 207 Fifth Avenue, San Diego

Buy Tickets$395


Two days of information, speakers, and workshops focused on the Lease-Here, Pay-Here industry.

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