Part of our role as Financial Advisor to our clients is to continually offer opportunity to broaden your understanding of personal finance. It is for this reason that we offer our annual educational workshop series--each event featuring a "deep dive" on a particular financial issue. These are designed by our staff to be highly interactive. We encourage clients to attend, and to invite guests who may be interested in the subject matter.
Please RSVP clicking the links below; or by calling our office at (925) 370-3750 or (510) 526-2220.
September 26, 2020 9:30a - 11:30a Pacific Standard Time
Lafayette Park Hotel
The SECURE Act & Tax Law Changes may have created a "Retirement Savings Time Bomb". Join us to learn what steps you can take to mitigate any concerns.
October 10, 2020 10:00a - 12:00p Pacific Standard Time
Vitucci Integrated Planning
As a courtesy to our clients, we will have our shredding service on site at our Walnut Creek office We welcome our clients to come and take advantage of this free shredding service.