Please contact us for upcoming events, thank you!
We hold informational events for our clients and the greater community that feature information on specific topics that help you navigate important milestones in life. Often, our events include guest speakers as well as take-home materials. We strive to keep up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one meeting when you attend a virtual webinar, workshop or lunch and learn.
To register for an upcoming event, please contact our office (925) 464-7445, or click on the Registration to the right and submit your request. Please be advised, guests must be registered and confirmed to attend.
Our Calendar of events for 2024
Thursday, January 25th, 11:30am, Lunch and Learn in Walnut Creek, invite a friend! 4th quarter market review 2023.
Wednesday, April 24th, 11:30am, Lunch and Learn in Walnut Creek, invite a friend! 1st quarter market review 2024.
Tuesday, July 23rd, 11:30am, Lunch and Learn in Walnut Creek, invite a friend! 2nd quarter market review 2024.
Wednesday, October 25th, 11:30am, Lunch and Learn in Walnut Creek, invite a friend! 3rd quarter market review 2024.