Seminars

Michael Roney uses his 46 years of experience in the Financial Planning industry to host the eye-opening event, Mistakes Millionaires Make.  He shares his tax-saving secrets over a four-course meal in a five-star restaurant.  Come join us for an informative and entertaining evening of fine food and lively discussion, hosted by one of America’s most successful advisers in the field of Estate Planning and Wealth Preservation.

If you would like to be notified of future seminars, please fill out our interest list: 

Previous Seminar Venues

Langham Pasadena
Orange County Brenexus
Beverly Hilton