ESTATE PLANNING COUNCIL OF RIVERSIDE COUNTY

Victoria Molina Buckels represents a boutique qualified retirement plan, third-party administration firm in Orange County. Victoria works with accountants, CPAs, financial advisors and bookkeepers to bring the most beneficially designed retirement plan to small business owners in the area and out of state. She has helped over 200 businesses, within 8 years, create and maintain their 401(k), Profit Sharing or Defined Benefit Plan(s). She enjoys sharing success stories so that you can relate your clients to the experiences she has shared with many business owners over the years.

 

Victoria began her career in marketing and sales after obtaining her bachelor of arts degree from CSU Fullerton. With over a decade of experience marketing qualified retirement plans plus 20 years in banking and advertising, Victoria finds the simplest way to introduce and establish retirement plans for business owners, financial advisors and accountants.

 

Please join us on Wednesday, January 11, 2023 at the Canyon Crest Country Club.

We no longer accept checks or payment at the door.  All RSVP's must be pre-paid via a credit card or PayPal.  Select your credit card on the payment screen and complete the payment process.  Thank you.