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Events

Workshops in Southern California (SoCal) 

Whether it’s keeping up with investment and financial trends or discussing some other topic, our firm is dedicated to providing sound financial services information to our clients. Along the way, we like to have some fun, too. If an event below looks interesting, please give us a call. We’ll be happy to add you to our guest list. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 23, 2021

10:00a - 12:00p

The Atrium Business Court

Planning and Protecting Your Financial Future

Please Join Us! You are invited to attend this upcoming seminar presented by two professionals from the mortgage and financial planning industries as they discuss two important topics: financial planning and the home ownership process. Become empowered by planning for and protecting your financial future!! 

September 29, 2021

10:00a - 12:00p

The Atrium Business Court

Protecting Your Legacy - Long Term Care & Estate Planning

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

Zoom Webinar

Webinar: Timeless Truths for Investing

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

Business Seminar

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.

Event Registration