Free Education Classes

For Adults & Kids

GIVE YOURSELF THE GIFT OF KNOWLEDGE... ...FOR FREE.

We teach classes (virtual and in person)

on the basics of

personal finance and investing

to both adults and kids. 

 

Let us know if you are interested

in signing up  by emailing us at

JJ.Wenrich@LPL.com

or call us at

949.547.4313

TOPICS COVERED

  • Financial Psychology

  • Loans, Debt & Credit

  • Emergency Funds

  • Investing, Stocks, Bonds, Funds, Etc.

  • Income Planning

  • Tax Planning

  • Savings, Expenses & Budgeting

  • Risk Management & Insurance

  • Retirement Planning

  • College Funding

  • Kids and Money

  • Wills and Estate Planning

Beach at Sunset
Contact Us

J. J. Wenrich is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, MD, AZ, FL.

CA Insurance Lic#: 4038469

Phone: 949.547.4313

JJ.Wenrich@LPL.com

5613 Costa Maritima

San Clemente, CA 92673

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