Attend an Event
Our workshops focus on common financial concerns that individuals and families face in retirement. Things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Join us for one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
January 14
Tax-Smart Retirement, January 14
6:30 pm | Perry’s – Larkspur, CA
Dinner Workshop
January 15
Tax-Smart Retirement, January 15
6:30 pm | Epic Chophouse
Dinner Workshop
January 21
Tax-Smart Retirement, January 21
6:30 pm | A16 – Rockridge
Dinner Workshop
January 28
Tax-Smart Retirement, January 28
6:30 pm | Massimo Ristorante
Dinner Workshop
January 29
Tax-Smart Retirement, January 29
6:30 pm | A16 – Rockridge
Dinner Workshop
February 5
Tax-Smart Retirement, February 5
6:30 pm | Massimo Ristorante
Dinner Workshop
February 11
Tax-Smart Retirement, February 11
6:30 pm | The Park Street Tavern
Dinner Workshop
February 12
Tax-Smart Retirement, February 12
6:30 pm | Piatti – Danville
Dinner Workshop
February 25
Tax-Smart Retirement, February 25
6:30 pm | Piatti – Danville
Dinner Workshop
February 26
Tax-Smart Retirement, February 26
6:30 pm | The Park Street Tavern
Dinner Workshop
Ready to Take the Next Step?
Planning for the future can feel easier with the right support. Explore how our team can help bring clarity to your goals through simple conversations and helpful financial guidance.
Or give us a call at 888.588.5818