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.