Advising Clients since 1980
Seminar & Workshop Topics
Whether your company or organization is looking for a one hour, one day or series of seminars or workshops, we will work with you to meet your goals and objectives. Members can speak on various aspect of any of the following topics:
• Tax Planning
• Business & Tax Law
• Investment Planning
• Estate Planning
• Insurance Planning
• Retirement Planning
• Financial Planning
• Custom Topic of Your Choice
Speakers with Experience
You benefit from knowing that the group of speakers from which to select have facilitated hundreds of company seminars, workshops and key-note speeches and have the depth of knowledge and credibility that can only come from years of experience. Collectively, members have bachelors, masters and/or doctorate degrees in: accounting, business, law, taxation and psychology. Members also have the following professional designations: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Life Underwriter (CLU), Registered Principal and Doctorate of Jurisprudence (JD).
What Others Say -
“Thank you for making your presentation very professional and honoring the non-commercial aspect of the seminar” - Delco Electronics
“Very professional, comprehensive program” - AT&T Network Systems
“Witty, entertaining, informative, thought provoking and stimulating” - Safeway Stores, Inc.
“Outstanding program ... a role model to follow” - International Association of Financial Planners
“Very professional and informative seminar” - Brown & Root, a Halliburton Company
“Educational and of great interest. We hope you will come back and speak to our group again” - Associated General Contractors of California
“A true professional and perfect role model. I’m proud to say it was our biggest turnout of the year” - University of California Alumni Association
“Excellent. We were proud to have you speak before our group - California Society of CPA’s
Shoreline’s Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.
For more information:
If you’d like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.
This page is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to view a specific link or in the left margin of each page to explore a specific wealth management topic.
Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.
The information contained in this web site is neither an offer nor solicitation of any security or service.
All photos courtesy of Shoreline Summit Photography