GRP Financial California
  • About Us
    • Our Mission
    • Our Experienced Team
  • Services
  • Education
    • Employee Education
    • Fiduciary Education
  • Contact Us
GRP Financial California

Schedule a Virtual One-on-One Meeting

    927 Calle Negocio, Suite G
    San Clemente, CA 92673
    Office: 949.218.8086

     

    Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial California, LLC and Global Retirement Partners, LLC, are separate non-affiliated entities

     

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

     

    © 2023 GRP Financial California | Built and maintained by KWSM: a digital marketing agency

    • Our Experienced Team
    • Our Mission
    • Fiduciary Education
    • Employee Education
    • Schedule a Virtual One-on-One Meeting
    • Contact
    Request an Education Module

    Please fill out the form below and check all the education modules you would like to receive.

       

       


      Education Module 1: Fiduciary EducationEducation Module 2: Fiduciary DutiesEducation Module 3: Fiduciary LiabilitiesEducation Module 4: Record RetentionEducation Module 5: Safe Harbor DesignsEducation Module 6: 404(c) Fiduciary ProtectionEducation Module 7: Fiduciary PitfallsEducation Module 8: Late ContributionsEducation Module 9: Exclusion of Eligible EmployeesEducation Module 10: Loan CorrectionsEducation Module 11: Employer StockEducation Module 12: Mergers & AcquisitionsEducation Module 13: CARES ActEducation Module 14: DOL Tips for Selecting TDF's