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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.


2018 Tax Reform & your Financial Plan

October 27, 2018 10:00a - 12:00p Pacific Standard Time

Contra Costa Country Club - Oak Roo,

2018 Tax Reform has Turned Integrated Financial Planning on it's Head Join us to Learn More and be Proactive!

Event Registration

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