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2016 Events

Savvy Social Security for CPAs

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

December 7, 2016

8:00 a.m. – 9:00 a.m.
Breakfast Workshop

Savvy Social Security

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

December 6, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Savvy Social Security

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

December 3, 2016

10:00 a.m. – 11:00 a.m.
Breakfast Workshop

Savvy Social Security

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

November 9, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Savvy Social Security

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

November 5, 2016

10:00 – 11:00 a.m.
Breakfast Workshop

Savvy Social Security

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

November 2, 2016

Noon - 1:00 p.m.
Lunch N' Learn

Savvy Social Security

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

October 26, 2016

Noon - 1:00 p.m.
Lunch N' Learn

Savvy IRA Planning for CPAs

Enhance Wealth Advisors®
700 Ygnacio Valley Road, Suite 200 Walnut Creek, CA 94596

October 25, 2016

8:00 a.m. - 9:00 a.m

Savvy IRA Planning

Offices of April McMahon, EA
1604 Solano Avenue, Albany, CA 94707

October 18, 2016

6:00 p.m.
Light Refreshments Served

Financial Planning Basics

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

October 13, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Savvy IRA Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road, Suite 200
Walnut Creek, CA 94596

October 1, 2016

Noon - 1:00 p.m.
Lunch N' Learn

Savvy IRA Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road, Suite 200
Walnut Creek, CA 94596

September 29, 2016

Noon - 1:00 p.m.
Lunch N' Learn

Savvy IRA Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road, Suite 200
Walnut Creek, CA 94596

September 14, 2016

Noon - 1:00 p.m.
Lunch N' Learn

Savvy IRA Planning

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

September 13, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Savvy IRA Planning

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

July 27, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Estate Planning: Putting Your House in Order

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

July 7, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Investment Basics

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

June 23, 2016

Noon - 1:30 p.m.
Lunch N' Learn

The Road to Financial Independence

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

May 26, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Retirement Savings Challenges for Women

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

April 5, 2016

Noon - 1:30 p.m.
Lunch N' Learn

Savvy Social Security Planning

East Bay Rental Housing Association
3664 Grand Avenue, Suite B Oakland CA 94610

March 24, 2016

Noon - 1:30 p.m.
Lunch N' Learn

AIG Women and Allies

International Women's Day
Two Rincon Center
121 Spear Street, 5th Floor, San Francisco, CA 94105

March 8, 2016

Noon - 1:00 p.m.
Lunch Served

Estate Planning: Putting Your House in Order

East Bay Rental Housing Association
3664 Grand Avenue, Suite B, Oakland CA 94610

February 16, 2016

Noon – 2:00 p.m.
Lunch N’ Learn

Timeless Wisdom For Creating Long Term Wealth

Study Group facilitated by Joe Emhof, VP of Davis Advisors
700 Ygnacio Valley Road, #200, Walnut Creek, CA

February 9, 2016

4:30-5:30 p.m.
Light Refreshments

Savvy Social Security Planning

East Bay Rental Housing Association
3664 Grand Avenue, Suite B, Oakland CA 94610

January 28, 2016

Noon – 1:30 p.m.
Lunch N’ Learn

Social Security Planning

Offices of April McMahon, EA
1604 Solano Avenue, Albany, CA 94707

January 26, 2016

6:00 p.m.