05/22/2026
Free Attention business owners, LAUSD Educators, and independent contractors) Free Fri July 31, 2026. I'll be the guest speaker 🎤. FREE LUNCH & LEARN 12PM Iona Work Spaces Alhambra 91803 (Attention LAUSD educators there's 🚫 no school or summer school)
Real Estate and Finance
Down payment assistance programs.
Homeowners deferring money on taxes. Don't donate your inheritance money that your parents work so hard for. Invest towards retirement. Landlords are specially taxed heavily.
FINANCE & RETIREMENT
Retirement rollovers, IUL disability/life insurance that can might double as savings and retirement account.
Don't ignore inflation gas ⛽ is now $5 plus a gallon. Prioritize lifetime income through diversity.
Use CalSTRS & CalPERS as a base but also have independence from your employer.
You need tax efficiency during retirement. Simplify if have a bunch of accounts.
I'm a financial broker and unlike financial planners I don't charge you. My companies pay me.
I will also be discussing Aflac🦢 for business owners & LAUSD teachers.
1500 Alhambra Rd, Alhambra, CA 91801
Owners Fwd: Iona Work Spaces is a neighborhood boutique co-working space in Alhambra CA. Overall, we are known for our chill vibes (lol).
Plé Day is our FREE Coworking Day, where we open our doors to anyone who wants to work from our space for the day. We usually host pop-up coffee carts, local bakers, and other small vendors. We also feature either a guest speaker or a crafty/workshop-style activity.
Business hours are from M-F 9am-5pm.