A Unique & Creative Approachto Financial & Estate Planning

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Workshops and Trainings

  • Educational Workshop Series for Professionals

    Take advantage of our dynamic, creative, educational, and power packed series of seminars and workshops and personal development classes that will have immediate utility in your professional practice.

  • Personal Development, Motivational, and Goal Mapping Seminars

    Discover the unique concept of “Effortless Energy”® when applied to personal development and goal mapping workshops will allow attendees to ultimately achieve more by doing less.

  • Continuing Professional Education Programs

    Ira is an approved provider of continuing education by the State of California Department of Insurance. In previous years, he has also been a provider for the California State Bar; the National Association of State Boards of Accountancy (NASBA) / National Registry of CPE Sponsors to offer approved CPE credits; the International Board of Standards and Practices for Certified Financial Planners (IBCFP); and, the California Department of Real Estate.

quote I offer a “think, plan, and achieve approach to financial, business, investment, and insurance planning.quoteend

Sacramento, CA

“If you have had your fill of motivational seminars and want to get ahead of the rest of the pack, attend a meeting with Ira. It will make you rethink the way you are going about your business.”

- Henry D. Kreuter, Financial Advisor

Morgan Hill, CA

“Ira is dynamic, energetic, and highly intelligent individual, and his knowledge of business and financial planning is wide ranging and impressive.”

- Richard and Julie Firato, Firato Service Co.