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Join Us For An Event
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Hosted by Hoffman Griffith Wealth Planning Inc., the series of events through our seminars and workshops is offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started reserving your seat for one of our upcoming events.
Live Events
Events in April–May 2025
April 29, 2025 (1 event)
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April 29, 2025Location:
Ventura County Office Of EducationIf you're worried about how you're going to send your child to the college of their dreams without getting trapped in a financial nightmare, you must attend our How to Pay for College Without Going Broke event! We'll be sharing the insider secrets to sending your child to a better college than you thought possible, while saving you money in the process.
Jason D. Griffith, AIF has helped hundreds of families with planning for college and saved them thousands of dollars on college expenses.
What you'll learn at this event:
- How playing the college admissions game may be hurting your child’s future.
- When you should start planning for admissions (it’s sooner than you think!)
- The 5 biggest myths that lead families to believe they won’t qualify for financial aid.
- The 3 questions you must ask every school before you apply that no one else asks until it is too late.
- The shocking truth about 529’s and other college savings plans and how they actually can COST you more than they save you!
CLICK HERE TO REGISTER
May 13, 2025 (1 event)
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May 13, 2025Location:
Ventura County Office Of Education - Salon A
5100 Adolfo Road, Camarillo, CA 93010What You'll Learn at This Event:
- How do I figure out when I should take my Social Security benefits?
- Why some married couples are missing out on substantial benefits and how the recent rule changes may effect me.
- How I can avoid the Tax Man so I can pay a minimal amount of taxes on my income?
Why You Need to Attend This Event:
- Do you know the exact date you’re going to claim your Social Security benefits? With over 531 ways to claim Social Security, not knowing the exact strategy of when and how to claim can cost you and your families thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help people build their retirement income plans and watch them retire successfully from the effort.
CLICK HERE TO REGISTER
Fill out your information below to RSVP!
Who We Are
Because of who we are, each one of our clients can expect the best experience possible.
Our Investment Process
We want to exceed our clients’ expectations and provide transparency into our process so that they can remain confident throughout our partnership. After gathering information about our prospective client’s financial life, we utilize a multi-step process for analyzing, structuring, and implementing a holistic plan that is personalized to their financial goals and objectives.
ONE
DiscoverGather key information pertaining to goals, objectives, financial planning considerations, and risk tolerance.
TWO
AnalyzePerform an in-depth financial analysis of the information provided.
THREE
PlanCreate a custom strategy that aligns with the client’s provided goals and risk tolerance.
FOUR
ImplementExecute the agreed-upon plan.
FIVE
MonitorProactively manage the plan, evaluate its progress, and adjust it to meet shifting objectives and changing market dynamics.
