Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 17, 2023
3:00p - 6:00p
Our New Office
Open House At Our New Office! (FRIDAY 11/17/23)
We have moved and would like to show you our new office! Come join us for good food and drinks and let us show you where we will be operating out of.
November 14, 2023
3:00p - 6:00p
Our New Office
Open House At Our New Office! (TUESDAY 11/14/23)
We have moved and would like to show you our new office! Come join us for good food and drinks and let us show you where we will be operating out of.
October 1, 2023
1:00p - 5:00p
Rancho Guejito Winery
Wine and Dine at Rancho Guejito Winery
It's that time of the year again for food, wine, and entertainment! Come join us for a relaxing wine and dine event with your family, friends, and loved ones at Rancho Guejito. A delicious meal will be provided, all you have to do is come ready to try some wine and have fun!
September 27, 2023
4:30p - 5:30p
Copy + Paste in Browser: https://us02web.zoom.us/webinar/register/WN_72tFgwS9SiWFCYugOyuVsQ#/registration
Long Term Care Made Clear Webinar
Understanding all the ins and outs of Long Term Care can be stressful and confusing, that is why our trusted expert, Raymer, is going to share a presentation that will ease any challenges.
September 8, 2023
2:00p - 7:00p
Bob Hope Skyroom at the Del Mar Fairgrounds
A Day At The Races at the Del Mar Fairgrounds
A Day at the Races is back and ready for action! Come join us with your friends, family, and loved ones for a fun day at the Del Mar Racetracks. A delicious lunch will be provided, all you have to do is come ready to place some bets (if you'd like) and have fun!
April 26, 2023
4:00p - 5:00p
Copy + Paste in Browser: https://us02web.zoom.us/webinar/register/WN_UT2GFF1VT1-k4Gh_9-Vu1g
Medicare Made Clear Webinar
Please join us for our upcoming Medicare Made Clear Webinar provided by our guest speaker & Medicare Expert, Brian McArthur! We know navigating Medicare enrollment can be challenging and overwhelming, but we have a fix for you. Our trusted Medicare Expert, Brian, will give you a presentation that will help take the pain out of the enrollment process.
October 25, 2022
4:00p - 5:00p
https://us02web.zoom.us/webinar/register/WN_IabWbpvlRfOb6gb3G6DWVw
Volatility in The Market Webinar
Please join us for our upcoming Volatility in The Market Webinar! This virtual webinar is made to remind all of you how our strategy helps protect you from short-term volatility. This event is open to all, so feel free to send the link over to your friends or family members who may be interested!
October 21, 2020
3:00p - 4:00p
Zoom Webinar Register for information
October 5, 2020
3:00p - 4:00p
Zoom Webinar
September 8, 2020
3:00p - 4:00p
Webex
August 25, 2020
4:00p - 5:00p
Zoom Webinar
July 9, 2020
3:00p - 4:00p
Zoom Webinar Link to be provided upon registration
Estate Planning & Tax Planning- The impact of the Secure Act and Cares Act
The two things we know we can count on is Death and Taxes. Planning ahead is vital to maximize your portfolio's efficiency.