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Bradly Stevens LUTCF, CLU, ChFC, WMCP

(909) 307-4945

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

Upcoming Events

LBS Step 3 - Prepare For Life Events (12PM)

February 15, 2023 12:00p - 1:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about the importance of having a healthy liquidity balance, steps you can take to access your money immediately when life does or doesn’t go as planned and how Financial Balance® can boost your overall financial wellness.

LBS Step 3 - Prepare For Life Events (6PM)

February 15, 2023 6:00p - 7:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about the importance of having a healthy liquidity balance, steps you can take to access your money immediately when life does or doesn’t go as planned and how Financial Balance® can boost your overall financial wellness.

LBS Step 4 - Manage Your Debt (12PM)

March 15, 2023 12:00p - 1:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about why the order in which you approach your debt is key to financial well-being, how you can increase your cash flow while minimizing debt and what you can do today to impact your debt tomorrow.

LBS Step 4 - Manage Your Debt (6PM)

March 15, 2023 6:00p - 7:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about why the order in which you approach your debt is key to financial well-being, how you can increase your cash flow while minimizing debt and what you can do today to impact your debt tomorrow.

Past Events

LBS Step 2 - Save For Your Tomorrows (6PM)

January 18, 2023 6:00p - 7:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about what it means to be an optimal saver, how to get there, balancing your financial – and life – priorities and more!

LBS Step 2 - Save For Your Tomorrows (12PM)

January 18, 2023 12:00p - 1:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about what it means to be an optimal saver, how to get there, balancing your financial – and life – priorities and more!

LBS Step 1 - Protecting Your Todays (6PM)

December 14, 2022 6:00p - 7:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into protecting your todays. You’ll learn more about why protecting your everyday life is crucial to having a stable future, how you can take immediate steps to improve your protection, what it means to become disabled and how to fund protection without breaking the bank!

LBS Step 1 - Protecting Your Todays (12PM)

December 14, 2022 12:00p - 1:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into protecting your todays. You’ll learn more about why protecting your everyday life is crucial to having a stable future, how you can take immediate steps to improve your protection, what it means to become disabled and how to fund protection without breaking the bank!

Financial Fitness for UCR Resident Physicians

December 7, 2022 6:00p - 7:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

In this webinar we will discuss some of the most common questions we get from resident physicians when it comes to their finances and how to get financially fit.

LBS Overview - Achieving Financial Balance (6PM)

November 16, 2022 6:00p - 7:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into Achieving Financial Balance. You’ll learn more about our philosophy that combines the power of non-traditional strategies and uncommon knowledge into a seamless, turnkey solution for Financial Balance®. Discover, Learn, and Take Action.

LBS Overview - Achieving Financial Balance (12PM)

November 16, 2022 12:00p - 1:00p Pacific Standard Time

Zoom Webinar (Link to be sent after registration)

Join me for a live discussion, where we will dive deeper into Achieving Financial Balance. You’ll learn more about our philosophy that combines the power of non-traditional strategies and uncommon knowledge into a seamless, turnkey solution for Financial Balance®. Discover, Learn, and Take Action.

Appropriate Amounts of Life Insurance - September 27th 5:30 PM

September 27, 2022 5:30p - 6:00p Pacific Standard Time

Webinar (Link to be sent after registration)

In this webinar, we take aim at a question that pesters almost anybody who knows they should have life insurance, or even those that already have life insurance (unless they've worked with a specialist): "How do I determine the appropriate amount of Life Insurance?" In addition to answering the question above, Eric walks clients through an insightful journey in unraveling life insurance, its purpose and types. Specifically, he addresses: The Greatest Single Threat and the 5 Interruptions to Income Purpose of Life Insurance Two main types of Life Insurance (whole vs. term) Determining the appropriate amount of life insurance Basic strategies to hit the "appropriate" target

Appropriate Amounts of Life Insurance - September 27th 10:00 AM

September 27, 2022 10:00a - 10:30a Pacific Standard Time

Webinar (Link to be sent after registration)

In this webinar, we take aim at a question that pesters almost anybody who knows they should have life insurance, or even those that already have life insurance (unless they've worked with a specialist): "How do I determine the appropriate amount of Life Insurance?" In addition to answering the question above, Eric walks clients through an insightful journey in unraveling life insurance, its purpose and types. Specifically, he addresses: The Greatest Single Threat and the 5 Interruptions to Income Purpose of Life Insurance Two main types of Life Insurance (whole vs. term) Determining the appropriate amount of life insurance Basic strategies to hit the "appropriate" target

Tax Diversification for Retirement - September 20th 5:30 PM

September 20, 2022 5:30p - 6:00p Pacific Standard Time

Webinar (Link to be sent after registration)

Taxes are front and center on the minds of most successful professionals, executives, and business owners. While many are familiar with how to diversify their investment portfolio, they may not be aware that by diversifying their tax position, they can make a realize a significant impact on the tax consequences on their income in retirement. With more than 60,000 clients we'll bring you the best of what we've learned in diversifying your retirement funds for tax efficiency. Join us to learn how to optimize your holdings in taxable, tax advantaged, and tax-free accounts for significant tax efficiency in retirement.

Tax Diversification for Retirement - September 20th 10:00 AM

September 20, 2022 10:00a - 10:30a Pacific Standard Time

Webinar (Link to be sent after registration)

Taxes are front and center on the minds of most successful professionals, executives, and business owners. While many are familiar with how to diversify their investment portfolio, they may not be aware that by diversifying their tax position, they can make a realize a significant impact on the tax consequences on their income in retirement. With more than 60,000 clients we'll bring you the best of what we've learned in diversifying your retirement funds for tax efficiency. Join us to learn how to optimize your holdings in taxable, tax advantaged, and tax-free accounts for significant tax efficiency in retirement.

Take Control of Your Finances (July 19th, 5:30 PM)

July 19, 2022 5:00p - 5:30p Pacific Standard Time

Webinar

Take Control of Your Finances (July 19th, 10:00 AM)

July 19, 2022 10:00a - 10:30a Pacific Standard Time

Webinar

Lead by the Numbers | 7 Cash Drivers (5:30 PM)

June 21, 2022 5:30p - 6:00p Pacific Standard Time

Webinar

At this informative webinar, we'll cover the following: Distill the primary financial statements all businesses operate on into a powerful, yet easy to understand framework of the 7 cash drivers every business leader should know. Show where to find these cash drivers on the financials, how to monetize these 7 cash drivers to increase profit, cash, and business value. Demonstrate how small changes in these 7 drivers make a significant impact over time. Provide access to a complimentary 30-point checklist to stress test areas you may not have realized could bring you greater financial performance. ​​​​​​​Learn how lenders and investors look at your business from a financial point of view before committing capital

Lead by the Numbers | 7 Cash Drivers (10:00 AM)

June 21, 2022 10:00a - 10:30a Pacific Standard Time

Webinar

At this informative webinar, we'll cover the following: Distill the primary financial statements all businesses operate on into a powerful, yet easy to understand framework of the 7 cash drivers every business leader should know. Show where to find these cash drivers on the financials, how to monetize these 7 cash drivers to increase profit, cash, and business value. Demonstrate how small changes in these 7 drivers make a significant impact over time. Provide access to a complimentary 30-point checklist to stress test areas you may not have realized could bring you greater financial performance. ​​​​​​​Learn how lenders and investors look at your business from a financial point of view before committing capital

How Much is Enough to Retire?

April 19, 2022 5:30p - 6:30p Pacific Standard Time

Webinar

How Much is Enough to Retire?

April 19, 2022 10:00a - 11:00a Pacific Standard Time

Webinar

Take Control of Your Finances

March 15, 2022 5:30p - 6:00p Pacific Standard Time

Webinar

Take Control of Your Finances

March 15, 2022 10:00a - 10:30a Pacific Standard Time

Webinar

Get Financially Organized

February 15, 2022 5:30p - 6:00p Pacific Standard Time

Webinar

Get Financially Organized

February 15, 2022 10:00a - 10:30a Pacific Standard Time

Webinar

Event Registration




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