Claudia Lin, Wealth Advisor
Category
General Information
Locality: Huntington Beach, California
Phone: +1 626-918-5670 Ext 4139
Address: 1000 Lakes Dr, Ste 325 91790 Huntington Beach, CA, US
Website: www.trilogyfs.com/
Likes: 117
Reviews
Facebook Blog
Got any questions about your finances? Learn about comprehensive, strategic financial planning, why your financial advisor is longer a financial advisor, and what’s it like to work with advisors on a fee-based, fiduciary capacity. Join us for the 15 mins talk followed by a Q&A session. Today at 3 pm @ https://www.facebook.com/claudialin.tfs/live/.
Have questions about planning for potential incapacity? Not sure who's going to make medical and financial decisions for you when you're not able to make those decisions? We are live with Kendra Hampton, Attorney at Law to discuss 1. How to utilize estate planning tools to plan for life, death, and potential incapacity; 2. What are some documents in a typical living trust?... 3. What are some groups of people that’ll need a living trust? Join us for the 15 mins talk followed by a Q&A session. Today at 3 pm @ https://www.facebook.com/claudialin.tfs/live/.
We are live with Jeff Wen, mortgage specialist from Fairway Mortgage, today at 3:30 PS to discuss the current state of the mortgage refinance market, some important areas to pay extra attention to on loan estimates, and forbearance & credit implication. The 15 mins talk is followed by a Q&A session where we will answer any questions from the audience. Please join us at 3:30 pm today if you have questions about refinancing or understand your loan estimate.
Update on the current status of the court, limits on evictions and how to get around them, and COVID’s impact on workers' compensation and workplace safety.
Popular Listings
Thorsteinson Law Group
3780 Kilroy Airport Way, Ste 200 90806 Long Beach, CA, US
+1 562-430-7676
Financial service, Divorce & Family Lawyer, Property lawyer
Denise Serrano
3780 Kilroy Airport Way Suite 820 90806 Long Beach, CA, US
+1 562-257-5013
Financial service
Advisor Business Solutions
3780 Kilroy Airport Way, Suite 200 90806 Long Beach, CA, US
+1 562-439-4804
Financial service, Business consultant