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:
April 15
Tax-Smart Retirement, April 15
6:30 pm | Paradiso – San Leandro, CA
Dinner Workshop
April 16
Tax-Smart Retirement, April 16
6:30 pm | North Italia – Huntersville, NC
Dinner Workshop
April 23
Tax-Smart Retirement, April 23
6:30 pm | The Hideout Kitchen – Lafayette, CA
Dinner Workshop
April 29
Tax-Smart Retirement, April 29
6:30 pm | The Hideout Kitchen – Lafayette, CA
Dinner Workshop
May 6
Tax-Smart Retirement, May 6
6:30 pm | Piatti – Danville, CA
Dinner Workshop
May 13
Tax-Smart Retirement, May 13
6:30 pm | Insalata’s – San Anselmo, CA
Dinner Workshop
May 14
Tax-Smart Retirement, May 14
6:30 pm | Piatti – Danville, CA
Dinner Workshop
May 20
Tax-Smart Retirement, May 20
6:30 pm | Piatti – Danville, CA
Dinner Workshop
May 21
Tax-Smart Retirement, May 21
6:30 pm | Insalata’s – San Anselmo, CA
Dinner Workshop
May 28
Tax-Smart Retirement, May 28
6:30 pm | Insalata’s – San Anselmo, 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