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11 Feb
02/11/2025    
6:00 pm - 8:00 pm
Now that we’re back from the holidays, it’s the perfect time to reconnect with old friends and colleagues. We’re excited to host our next event [...]
Events on 02/11/2025

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(ICS link)

Sep 2026

15 Sep

Cybersecurity

Speaker: Tate Gordinier, CA Department of Financial Protection & Innovation

Oct 2026

Nov 2026

10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

Speaker: Amy Mullen, CEO, Money Quotient RESERVE YOUR SPOT NOW (more details coming soon)

Dec 2026

08 Dec

Retirement Income Planning

Speaker: Justin Fitzpatrick, PhD, CFA, CFP®, Income Lab

 

Click here for past events