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2018 Events

Social Security 6 - 8 p.m.

Berkeley Adult School

1/11/2018

Medicare for CPAs

Enhance Wealth Advisor®

1/30/2018

 

 

Medicare – Lunch

Enhance Wealth Advisors®

1/30/2018

 

 

Savvy Cyber Security  6-8 pm

Berkeley Adult School

2/1/2018

 

 

IRA Planning  10-Noon

Berkeley Adult School

2/3/2017

 

 

IRA Planning 6 - 8 p.m.

Berkeley Adult School

2/22/2018

 

 

Medicare Planning 10am – Noon

Enhance Wealth Advisors®

2/24/2018

 

 

Medicare Planning

East Bay Rental Housing Association

2/28/2018

 

 

Social Security 10 – Noon

Berkeley Adult School

3/3/2018

 

 

2018 Tax Reform  Noon - 1:00 pm and 6:00 - 7:00 p.m.

Enhance Wealth Advisors®

3/14/2018

 

 

2018 tax Reform 10 am - Noon

Enhance Wealth Advisors®

3/24/2018

 

 

2018 Tax Reform 10:00 - 11:30 a.m.

Enhance Wealth Advisors®

4/7/2018

 

 

How to Create a Good life In Retirement   Noon - 1:00 p.m. and 6:00-7:00 p.m.

Enhance Wealth Advisors®

4/11/2018

 

 

Savvy Cyber Security 10 – Noon

Berkeley Adult School

4/14/2018

 

 

Social Security  Noon - 1:00 p.m. and 6:00 - 7:00 p.m.

Enhance Wealth Advisors®

5/8/2018

 

 

Social Security 6 - 8 p.m.

Berkeley Adult School

5/10/2018

 

 

Social Security - Enrolled Agents Dinner Meeting

5/16/2018

 

 

Social Security 10:00 - 11:30 a.m.

Enhance Wealth Advisors®

5/19/2018

 

 

IRA and Retirement Planning Noon - 1:00 p.m. and 6:00 - 7:00 p.m.

Enhance Wealth Advisors®

5/29/2018

 

 

Estate Planning   Noon - 1:00 p.m. and 6:00 - 7:00 p.m.

Enhance Wealth Advisors®

6/13/2018

 

 

Estate Planning 10:00 - 11:30 a.m.

Enhance Wealth Advisors®

6/16/2018

 

 

Medicare

East Bay Rental Housing Association

6/28/2018

 

 

Cyber Security

East Bay Rental Housing Association

7/24/2018

 

 

Savvy IRA Planning

Berkley Adult School

9/8/2018

 

 

Savvy IRA Planning

Berkeley Adult School

9/11/2018

 

 

Estate Planning

East Bay Rental Housing Association

9/13/2018

 

 

Life After Work

Berkeley Adult School

9/27/2018

 

 

Savvy SS Planning

Berkeley Adult School

10/4/2018

 

 

Life After Work

Berkeley Adult School

10/6/2018

 

 

Investment Basics

Berkeley Adult School

11/3/2018

 

 

Investment Basics

Berkeley Adult School

11/27/2018

 

 

Savvy SS Planning

Berkeley Adult School

12/1/2018