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 regarding your financial future.  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 remaining for 2020

Thursday, October 29th, 11:30am at Berkeley Country Club, 7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, invite a friend!  3rd quarter market review.  Guest speaker will be Michele Alba, Fall Prevention Program Manager with Meals on Wheels, she will be speaking about Fall Prevention and Awareness. 


Our Calendar of events for 2021

Thursday, January 21st, 11:30amVirtual Lunch and Learn at Home, invite a friend!  4th quarter market review 2020.


Wednesday, April 21st, 11:30amVirtual Lunch and Learn at Home, invite a friend!  1st quarter market review 2021.


Tuesday, July 20th, 11:30amVirtual Lunch and Learn at Home, invite a friend!  2nd quarter market review 2021.


Wednesday, October 20th, 11:30amVirtual Lunch and Learn at Home, invite a friend!  3rd quarter market review 2021.