Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

2017 Events

Savvy Social Security Planning

Berkeley Adult School
1701 San Pablo Avenue,  Berkeley, CA

December 2, 2017

10:00 a.m. - Noon

Savvy IRA Planning

Berkeley Adult School
1701 San Pablo Avenue, Berkeley, CA

November 16, 2017

6:00 p.m. – 8:00 p.m.

Basic Financial Planning

East Bay Rental Housing Association
3664 Grand Avenue Oakland, CA

November 8, 2017

Noon – 1:30 p.m.

Estate Planning

East Bay Rental Housing Association
3664 Grand Avenue Oakland, CA

October 12, 2017

Noon – 1:30 p.m.

Savvy IRA Planning

Berkeley Adult School
1701 San Pablo Avenue,  Berkeley, CA

October 7, 2017

10:00 a.m. - Noon

Savvy Social Security

Berkeley Adult School
1701 San Pablo Avenue Berkeley CA

May 11, 2017

6:00 a.m. – 8:00 p.m.

Retirement Accounts

Berkeley Adult School
1701 San Pablo Avenue Berkeley CA

April 13, 2017

6:00 a.m. – 8:00 p.m.

Savvy Social Security

Berkeley Adult School
1701 San Pablo Avenue Berkeley CA

April 1, 2017

10:00 a.m. – noon

Savvy Social Security Planning

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

March 25, 2017

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

Savvy IRA Planning

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

March 7, 2017

Noon – 1:00 p.m.
Lunch N’ Learn

Retirement Accounts

Berkeley Adult School
1701 San Pablo Avenue Berkeley CA

March 4, 2017

10:00 a.m. - Noon

Retirement Accounts

Tri Valley Estate Planning Council
Marriott Hotel, Pleasanton, CA

March 2, 2017

6:00 – 8:00 p.m.

Savvy Social Security Planning

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

February 25, 2017

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

Financial Readiness

East Bay Rental Housing Association
3664 Grand Avenue Oakland CA

February 18, 2017

10:00 a.m. - Noon

Savvy Ira Planning

Enhance Wealth Advisors®
700 Ygnacio Valley #200 Walnut Creek

February 14, 2017

Noon – 1:00 p.m.
Lunch N’ Learn