Live Finanacial Webinars With Our Lead Advisory Team

The Same Financial Education Seminars Presented To Kaiser Doctors,

Affiliate CPA Groups And Other Clients Nationwide Now Live online.

June 30, 2020
We appreciate everything healthcare Professionals have done and continue to do for us during these unprecedented times. As a token of our appreciation, we are presenting an interactive presentation that will address many of the largest financial concerns facing today's healthcare professional. We will be discussing among other things how to effectively plan for your future, how to protect your portfolio in uncertain times, and how to maximize and prepare for retirement. Our presenter will be Michael Clarke co-founder of Eagle West Group and Protection Point Advisors. Michael has been in the financial services industry for 28 years and the majority of his career has been devoted to working with those in Healthcare. He will be joined by his colleague Monica Razuleu one of Eagle West Groups' premier advisors who also specializes in working with medical professionals. This workshop will include a live Q and A as we want to make sure that we discuss your most pressing questions and concerns. Register below for what promises to be an exciting and informative event. This live workshop will include a Q&A Session with Mike Clark, Founder of Eagle West Group. The questions are up to you. This is an open forum for you to get all your questions answered.
February 26, 2020
Join foundation and CEO Rick Watson to learn how you should structure a portfolio for volatility. This live webinar will teach you how you can take advantage of our proprietary layered investment management systems. There will be a live Q&A after the workshop. Learn How To Use Structured Income To Create Income Without Exposure to Stock Market Volatility. What if you could create solid income without exposure to the stock market? Modern real estate and debt investments without many of the traditional downsides. Join the founder of Protection Point Advisors Rick Watson CLU, ChFC, CFP, for this LIVE Workshop and learn how you can use Structured Income within a Layered Portfolio. Learn how exposure to alternatives can better diversity through strong monthly income. During this live presentation we will discuss how Structured Income works and why every smart investor should learn about this powerful asset class. Learn about Asset Protection Strategies from the comfort of your home. Bring your questions. There will a live Q&A Session with PPA Founder Rick Watson. Advisory services offered through PPA Elevate, Inc. dba Protection Point Advisors.
September 23, 2020
Topic:  How to use 3-D Asset Care in Asset Planning

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.