Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
September 29, 2021
10:00a - 12:00p
The Atrium Business Court
Please Join Us! You are invited to attend this upcoming seminar presented by two professionals from the insurance and estate planning industries as they discuss two important ways to protect your legacy from rising health care costs, probate, and in some cases taxation.
May 13, 2020
12:00p - 1:00p
At the present moment, the U.S. is the epicenter of COVID-19 worldwide, experiencing an exponential growth in new cases (World Meter). In just one month, the market has declined faster than any other time in its history, followed by the fastest gain since the 1930s (NY Times). How should we think about investing in this market?
February 20, 2020
9:00a - 12:00p
Steven's Steak & Seafood House
2020 ushered in several significant legislative and Court decisions that affect all businesses in California. These changes range from Class Action litigation, use of an independent contractor, to mandatory access to a retirement savings plan for employees.