Events
Getting Started Workshop (Postponed)
Time is TBD
Sherwood Lake Club
Time is TBD
Sherwood Lake Club, 341 Williamsburg Way, Thousand Oaks, CA 91361, USA
Grab a friend and join us for brunch as we discuss the ins and outs of choosing benefits, saving for major life goals (a home, a college education, and retirement), investing basics, and the need to knows of estate planning.
Client Appreciation Dodgers Game (POSTPONED)
Time is TBD
Dodger Stadium
Time is TBD
Dodger Stadium, Los Angeles, CA 90026, USA
Please join us for an all inclusive afternoon of baseball as the Los Angeles Dodgers take on the Arizona Diamondbacks. We sincerely believe that our clients are the best part of the job and we want to express our gratitude for your trust and the opportunity to participate in your financial journey.
Client Appreciation Rockies Game (POSTPONED)
Time is TBD
Coors Field
Time is TBD
Coors Field, 2001 Blake St, Denver, CO 80205, USA
Please join us for an all inclusive afternoon of baseball as the Colorado Rockies take on the Los Angeles Dodgers. We sincerely believe that our clients are the best part of the job and we want to express our gratitude for your trust and the opportunity to participate in your financial journey.