Dena Jenson,  Cal Lutheran’s Director, Center for Non-Profit Leadership.

  • How big is the Non-Profit sector in Ventura County?
  • What areas do all non-profits need help?
  • What resources do you recommend for non-profits to run their business better?

To learn more about Cal Lutheran’s Center for Non-Profit Leadership visit them online: CalLutheran.edu/cnl

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Non-Profit Spotlight.  Kidstream.org

Our Non-profit spotlight is with Kidstream “The Children’s Museum of Ventura County”  This is an emerging museum in Camarillo that will provide access to children from all around the county.  Providing an engaging environment where kids can explore, play and discover.  There are opportunities to get involved as a volunteer or sponsoring an expo. Learn more at Kidstream.org

2-Minute Drill

Michael talks about “Taxes”   Is there a way for you to work smarter, not harder with your taxes?  The one idea we discuss today is tax loss harvesting, an idea for offsetting your gains and losses to minimize your taxes.  For more financial planning needs visit Maranantha.com

The Mailbag

Today Michael answers 3 questions from listeners. Where do I go to get a 2nd opinion with my financial stuff, how do I navigate this?  What is an ETF vs a Mutual Fund?  How is it possible to buy a home in Ventura?  You can contact Michael at michael@allocationlink.com

Enjoy the show and please join us again soon!

Sponsors:

Geico Local Office – Greg Mauk Serving the 805

American Pacific Mortgage, — Greg Abrams. Serving the 805.

Spanish Hills Country Club  Previews Memberships available.

Matt’s All Haul — For all of your junk removal and hauling needs.

Allocationlink.com – Investment Management that is smart, low cost & automatic.

Maranantha.com – The way financial planning should be.

Contact us: email. Michael@allocationlink.com  phone. 805-665-3767

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