Innovative Financial Solutions & Insurance
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As a Financial Advisor, I help people plan for financial confidence. The availability of other products varies by carrier and state. EEO IS THE LAW.
Licensed to sell Health insurance in the following state(s): AZ, CA, CT, MD, NV, NJ, NY, OR, PA, TX
Licensed to sell Life insurance in the following state(s): AZ, CA, CT, FL, MD, MT, NV, NJ, NY, OH, OR, PA, TX
CA Insurance License #0L85530
"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, s*x, s*xual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.
06/17/2026
This month we will be teaching how to protect your financial legacy.
Register at:
https://www.truelegacyleaders.com/protecting-your-financial-legacy?utm_source=jeffkritzberg
Creating a lasting legacy has three requirements.
First, ensuring you have a solid financial plan.
Second, creating an estate plan to keep the work you’ve done financially from being lost to unnecessary costs and taxes.
Third, being intentional about passing down more than just money.
A true legacy includes life wisdom, family history and stories, and values.
In this webinar, we discuss the three essential pieces of legacy creation and learn why protecting your legacy with an estate plan is essential.
We will discuss the major risk factors that can jeopardize the legacy you’re building. We will also show you the simple tools and strategies you can employ to create a powerful, unique estate plan that will work the way you want it to when tested.
Register now to ensure your legacy is protected for generations.
We will also be giving away a 3 night, 4 day hotel stay at a five star resort to one lucky winner live - so make sure you save the date and time in your calendar, and save the zoom link to attend live we will send you within 5 minutes after you register.
Event Details
Date: Thursday, June 18th, 2026
Time: 9am - 10a PST
Place: Zoom
Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.
10/09/2025
The best time to protect your family and estate is now. Trust&Will is a great affordable option to get that done now. Give me a call for more details. Waiting can put the fate of your family and estate in the hands of the courts!
10/09/2025
11/14/2024
As AI grows, so does its need for power - literally.
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The need for restorative sleep is often undervalued until health issues arise. Find out how to be proactive and improve your sleep hygiene.
11/07/2024
What do you think of the latest ChatGPT access in the palm of your hand?
Siri’s big ChatGPT upgrade is here — for better and worse Just watch out for hallucinations.
11/05/2024
Find out how technology will help advance different aspects of the health world.
Future Medicine: Physics, Biology, And AI Will Transform Human Health Verticals that will be most impacted by innovative developments in technology and science are the disciplines of medicine, biotechnology, and health.
10/29/2024
Find out how little room you actually need to start your own garden.
How To Start Regenerative Farming—Even If You Don’t Have A Backyard Chef & activist Camilla Marcus’s new book gives the lay of the land.
10/24/2024
What exactly is climate tech and how can it help us?
Everything comes back to climate tech. Here’s what to watch for next. The last few years have been some of the most exciting and crucial in the race to address climate change, and it’s only going to ramp up from here.
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11145 Tampa Avenue Suite 17a
Porter Ranch, CA
91326
Opening Hours
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 6pm |
| Friday | 10am - 5pm |