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:
May 14
Tax Smart Retirement Workshop, May 14
6:15 pm | The Winery Newport Beach, CA
Dinner Workshop
May 15
Tax Smart Retirement Workshop, May 15
6:15 pm | The Hideout Kitchen – Lafayette, CA
Dinner Workshop
May 22
Tax Smart Retirement Workshop, May 22
6:15 pm | The Winery Newport Beach, CA
Dinner Workshop
May 29
Tax-Smart Retirement, May 29
6:30 pm | San Rafael Joes – San Rafael, CA
Dinner Workshop
June 5
Tax-Smart Retirement, June 5
6:30 pm | San Rafael Joes – San Rafael, CA
Dinner Workshop
June 10
Maximizing Your Social Security, June 10
6:30 pm | Perry’s – Larkspur, CA
Dinner Workshop
June 26
Maximizing Your Social Security, June 26
6:30 pm | Perry’s – Larkspur, CA
Dinner Workshop
June 26
Maximizing Your Social Security, June 26
6:30 pm | Perry’s Larkspur, CA
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.