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Events/Workshops

Each month Irving Katz and various strategic partners present

Wealth and Retirement  Enhancing Workshops

to teach our clients innovative ways to prepare for their future and retirement.  We show them how to better utilize their assets.

In today's financial environment learn a "safe" strategy that will bring you peace of mind!

For details about upcoming workshops Contact Irving

 

UCI Presentation

Click below to see the presentation at UCI on January 26, 2008

Click Here

 

“Irving has helped us through the bumps and bruises of starting a 401K plan, setting up our profit sharing and our life insurance - basically, everything my company needs. I don’t invest in anything until I speak with Irving Katz. If he recommends it, I’m in!” 

---Eileen Sanguedolce, CEO NetcomTechnologies, Inc.  

 

 

“From my first encounter with Irving Katz to my latest, I have been continually in awe of his thorough knowledge of the financial markets. He is dependable, trustworthy and the most astute advisor I have met in my 60 years. I will continue to utilize his expertise so my wife and I can look forward to enjoying our future together.” 

 ---Gary Sandoval, CEO, Everest Sales and Solutions

 

 

“Irving is a great resource, an expert. He’s honest, upfront and has the experience and proven ability to help people understand asset and equity management. Furthermore, he provides certainty, clarity and guidance where people need it the most.” 

--- Michael Cordova, Registered Mortgage Advisor, Milestone Mortgage

 
 
 
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