Broker Check

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