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:
October 16
Tax-Smart Retirement, October 16
6:30 pm | Trader Vic’s
Dinner Workshop
October 21
Tax-Smart Retirement, October 21
6:30 pm | Insalata’s – San Anselmo, CA
Dinner Workshop
October 22
Tax-Smart Retirement, October 22
6:30 pm | Epic Chophouse
Dinner Workshop
October 22
Tax-Smart Retirement, October 22
6:30 pm | Paradiso
Dinner Workshop
October 23
Tax-Smart Retirement, October 23
6:30 pm | Trader Vic’s
Dinner Workshop
October 29
Tax-Smart Retirement, October 29
6:30 pm | Epic Chophouse
Dinner Workshop
October 29
Tax-Smart Retirement, October 29
6:30 pm | Paradiso
Dinner Workshop
October 30
Tax-Smart Retirement, October 30
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar
Dinner Workshop
November 4
Tax-Smart Retirement, November 4
6:30 pm | Salt Creek Grille
Dinner Workshop
November 5
Tax-Smart Retirement, November 5
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar
Dinner Workshop
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.