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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. 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.

 

June 28, 2018

12:00p - 1:00p

East Bay Rental Housing Association

Medicare Planning

Medicare Planning

 

September 8, 2018

10:00a - 12:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

 

September 11, 2018

6:00p - 8:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

 

September 27, 2018

6:00p - 8:00p

Berkeley Adult School

Life After Work

Life After Work

 

October 4, 2018

6:00p - 8:00p

Berkeley Adult School

Savvy SS Planning

Savvy SS Planning

 

October 6, 2018

10:00a - 12:00p

Berkeley Adult School

Life After Work

Life After Work

 

November 3, 2018

10:00a - 12:00p

Berkeley Adult School

Investment Basics

Investment Basics

 

November 27, 2018

6:00p - 8:00p

Berkeley Adult School

Investment Basics

Investment Basics

 

December 1, 2018

10:00a - 12:00p

Berkeley Adult School

Savvy SS Planning

Savvy SS Planning

 

January 9, 2019

6:00p - 8:00p

Berkeley Adult School

Investment Basics

Investment Basics

 

January 12, 2019

10:00a - 12:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

 

January 15, 2019

6:00p - 8:00p

Berkeley Adult School

Savvy IRA Planning

Savvy IRA Planning

Event Registration

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