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Monday, January 21 , 2019, 12:48 pm | Fair 62º


FREE Survive and Thrive Transition Seminar

October 7, 2014 from 6:30pm - 7:30pm

Survive and Thrive is designed to help people transitioning in life, whether through the death of a spouse or parent, or a divorce, to fully understand all of their financial options and long-term outcome potentials, enabling then to make the best decisions for themselves and their families.


Should they keep the house? What does that mean from a financial standpoint? How will it affect them long-term, including if the real estate market changes? What is the best tax strategy for their unique situation? How can they maintain a similar lifestyle with a different financial situation?


These are the questions we will be exploring during the series of classes, while maintaining confidentiality by focusing on general scenarios.


Moving On: Regeneration & Revitalization

Tuesday October 7 | 6:30pm - 7:30pm

The last seminar in the series.  The Series starts over in November.


- How much income will I have and how can I get more?

- Reviewing the Estate

- Understanding credit obligations to make your future easier

- Things to think about for retirement and children's college


Event Details

  • Organizer/Sponsor: OnQ Financial, Avalan Wealth, RuthAnn Bowe, Sally Reagan
  • Starts: October 7, 2014 6:30pm - 7:30pm
  • Price: FREE
  • Location: OnQ Financial, 1332 Anacapa St #110, Santa Barbara, CA 93101
  • Website: http://www.surviveandthrivesb.com
  • Sponsors: OnQ Financial, Avalan Wealth, RuthAnn Bowe, Sally Reagan