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:
July 14
Tax-Smart Retirement, July 14
6:30 pm | The Park Street Tavern – Alameda, CA
Dinner Workshop
July 16
Tax-Smart Retirement, July 16
6:30 pm | North Italia – Huntersville, NC
Dinner Workshop
July 21
Tax-Smart Retirement, July 21
6:30 pm | Bella Siena – Benicia, CA
Dinner Workshop
July 23
Estate Planning Workshop, July 23
6:30 pm | Paradiso – San Leandro, CA
Dinner Workshop
July 29
Tax-Smart Retirement, July 29
6:30 pm | Bella Siena – Benicia, CA
Dinner Workshop
July 30
Estate Planning Workshop, July 30
6:30 pm | Paradiso – San Leandro, CA
Dinner Workshop
August 6
Tax-Smart Retirement, August 6
6:30 pm | The Hideout Kitchen – Lafayette, CA
Dinner Workshop
August 12
Tax-Smart Retirement, August 12
6:30 pm | The Hideout Kitchen – Lafayette, CA
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