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Special Events


July Arias: A Night of Opera Elegance

Featuring Anna Belaya, soprano, Gerardo Gaytan, tenor and
Michele Scanlon, piano.


Experience an evening of musical splendor. As the sun sets and the stars emerge, join us for an enchanting journey into the captivating world of opera.


Immerse yourself in the timeless beauty of classical arias, performed by renowned vocalists whose voices will soar with passion and grace. From the haunting melodies of Mozart to the stirring compositions of Verdi, let yourself be transported to realms of love, tragedy, and triumph.


Prepare to be swept away by the sheer elegance and beauty of opera. Reserve your tickets now for an unforgettable evening of opera elegance.

Saturday, July 20. 6:30-8pm.

Doors open at 6pm.
Early bird tickets end July 19, 12pm: $50. Door: $60.

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Refresh Your Financial Plan: An Educational Course for Ages 55+


Making your money last throughout retirement has never been more challenging. People are living longer, and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by the banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges. This course will help you develop a personalized retirement income plan and help you reassess your current financial situation.


Whether your objective is to become more active, give your life a new sense of purpose, or make more informed financial decisions, Refresh Your Financial Plan has something for everyone. This comprehensive course covers key issues faced by those in retirement or nearing retirement. Discover new ways to stay mentally, physically, and socially active, and learn about important financial topics such as tax reduction planning, investment risk management, and estate planning. Above all, discover how to apply this knowledge to pursue a more active, healthy, and financially secure lifestyle now or in retirement.


Course Topics Include:

•    Deciding whether you should convert your IRA to a Roth IRA.

•    Maximizing tax efficiency under recent legislative policy changes.

•    Identifying the primary threats to your retirement savings.

•    Planning your retirement income to preserve a comfortable lifestyle.

•    Reviewing your estate plan and ways to reduce or eliminate risks on your assets.

Who Should Attend

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.


Your Instructor

Susan Alefi AAMS® ChFC® is a Wealth Management Advisor and member of the Financial Planning Association. As founder of Serenity Financial Planning, she works with clients in the San Diego area and across the United States.

Thursday, July 18. 1-2pm.

Free. Please RSVP.

To register, email or call 858-459-0831

Image by Aaron Burden
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