Rancho Christian Family & Finance Series

Thanks to the generous support of Charles Schwab, Rancho Christian School is thrilled to offer an informative set of speaking events designed to educate and inspire fiscal planning at all stages of life. Topics lead by experts in their fields include family budgets, college planning, generational wealth transfers, wills and estate plans, hidden tax benefits, retirement saving and spending and so much more!

Session 3: January 18, 2018 • 8:00 am - 9:00 am

Taxes and your retirement

No matter your stage in life or financial priorities, it's always a good idea to know the current laws, trends, and insights that can impact your future plans and dreams.

Join us for our THIRD breakfast in our Family and Finance Series on January 18, 2018 from 8:00 am - 9:00 am in the Rancho Theatre.  Join Brett Griffin, of Charles Schwab, as he shares insights into saving, spending and preparing for the next steps in your life.

This event qualifies for Parent Hours as well!

  • Speaker: Mr. Brett Griffin, AAMS (Bio Below)
  • Location: The Rancho Theater
  • Breakfast: A light breakfast will be served (Please RSVP Below)
  • Cost: This event is free of charge

Please RSVP so that we can have an accurate count for food and meeting space:

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Rancho Family & Finance Session 3: January 18, 2018, 8:00 am
Brett Griffin.jpg

Brett Griffin, AAMS; VP Financial Consultant with Charles Schwab

Brett is an Accredited Asset Management Specialist and is currently a VP with Charles Schwab in Temecula.

Brett can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Future Dates

  • March 22, 2018
  • Street Smart, Book Smart, Money Smart: Teaching kids about money
  • May 3, 2018
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