Media and Events

Cyber Security Planning

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

July 12, 2018

Noon – 1:30 p.m.

Medicare Planning

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

June 28, 2018

Noon – 1:30 p.m.

Estate Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road #200 Walnut Creek

June 16, 2018

10:00 – 11:30 a.m.

Estate Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road #200 Walnut Creek

June 13, 2018

Noon-1:00 p.m.
6:00 – 7:30 p.m.

IRA and Retirement Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road #200 Walnut Creek

May 29, 2018

Noon-1:00 p.m.
6:00-7:30 p.m.

Savvy Social Security Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road #200 Walnut Creek

May 19, 2018

10:00 – 11:30 a.m.

Savvy Social Security Planning

East Bay Association of Enrolled Agents

May 16, 2018

6:30 p.m. – 8:00 p.m.

Savvy Social Security Planning

Berkeley Adult School
1701 San Pablo Avenue, Berkeley, CA

May 10, 2018

6:00 p.m. – 8:00 p.m.

Savvy Social Security Planning

Enhance Wealth Advisors®
700 Ygnacio Valley Road #200 Walnut Creek

May 8, 2018

Noon – 1:00 p.m.
6:00 – 7:30 p.m.

Savvy Cyber Security Planning

Berkeley Adult School
1701 San Pablo Avenue, Berkeley, CA

April 14, 2018

10:00 a.m. – Noon

Tax Reform 2018

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

March 24, 2018

Breakfast Workshop
10:00 a.m. - Noon

Tax Reform 2018

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

March 14, 2018

Lunch Workshop
Noon - 1:00 p.m.

Savvy Social Security Planning

Berkeley Adult School
1701 San Pablo Avenue, Berkeley, CA

March 3, 2018

10:00 a.m. – Noon

Medicare Planning

East Bay Rental Housing Association
3664 Grand Avenue, Oakland, CA

February 28, 2018

Noon – 1:30 p.m.

Medicare Planning

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

February 24, 2018

Breakfast Workshop
10:00 a.m. - Noon

Savvy IRA Planning

Berkeley Adult School
1701 San Pablo Avenue, Berkeley, CA

February 22, 2018

6:00 a.m. – 8:00 p.m.

Savvy IRA Planning

Berkeley Adult School
1701 San Pablo Avenue, Berkeley, CA

February 3, 2018

10:00 a.m. – Noon

Savvy Cyber Security Planning

Berkeley Adult School
1701 San Pablo Avenue, Berkeley, CA

February 1, 2018

6:00 a.m. – 8:00 p.m.

Medicare Planning

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

January 30, 2018

Lunch Workshop
Noon – 1:00 p.m.

Savvy Social Security Planning

Berkeley Adult School
1701 San Pablo Avenue,  Berkeley, CA

January 11, 2018

6:00 a.m. – 8:00 p.m.

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