Upcoming Events

Check back soon for more events!

Join us for a Free Educational Workshop

RETIREMENT INCOME PLANNING, WILLS & TRUSTS

Thursday
AUGUST 21, 2025
6 pm

Tuesday
AUGUST 26, 2025
6 pm

VALENCIA PUBLIC LIBRARY
23743 W. Valencia Blvd.
Santa Clarita, CA 91355

To register by phone, please call: (877) 523-1538
To register by email, please write to: dd@danieladubach.com or info@financialliteracyinstitute.org

Valencia Library

TOPICS INCLUDE

How to plan for when your retirement will start.

How long it will last, and the retirement lifestyle you want.

Steps to estimate the amount of money you’ll need in retirement.

Impact of health care costs, taxes, and inflation.

How to maximize your Social Security or employer pension.

EDUCATIONAL WORKSHOP SPONSORED BY:
Daniela Dubach
Certified Financial Fiduciary®

GUEST SPONSOR:
Samuel Birdsong, JD
Estate Planning Attorney

Past Events

Social Security and Retirement Income Planning Workshops 2024

Women & Wealth Seminar 2023

Daniela has been conducting workshops in the private and public sector for over 10 years, educating thousands of public employees, business owners and their employees.

Sharing her knowledge and experience at national industry summits with other financial professionals as a panelist and speaker.

For many years Daniela has been involved in the community, for example supporting local schools with sports equipment or backpack giveaways, and helping police fundraisers for children’s hospitals.