Events

Holiday Open House & Donation Drive 2025

We invited our clients to come and enjoy some festive cheer with our team as we spread kindness to others this holiday season! We hosted a holiday toy drive to support the local nonprofit, Party In-Kindness, distributing toys to children in the East Bay Community.

Client Night at the Movies and Mid-Year Market Update

Prior to the screening of Superman, we will hear from a member of the portfolio management team at Black Rock - a sub-advisor we use to help manage client investments - about their thoughts on the economic themes influencing portfolio management in 2025.

Spring Cleaning Shred Day 2025

Please join us for our 2025 client Shred Day. A shred truck will be onsite in the parking lot of our office building.  We will also have snacks and refreshments available.  

Responding to the Tax Chaos -- Tax Code Changes on the Horizon

This event is designed for clients who are seeking to understand the complexities of the tax code and gain insights into the potential strategies to minimize exposure.

Holiday Open House & Donation Drive

Please join us for our annual Holiday Open House.  We are working with Party In-Kindness to help spread kindness to children in need this holiday season! We will be hosting a holiday gift drive in support of two local charities, Bay Area Crisis Nursery and UCSF Benioff Children's Hospital. 

Shred Day 2024

Protecting your identity is so important. Responsibly destroying your sensitive documents is a smart way to stay safe, and our annual shred day is a service that we are happy to provide to all current clients. Every ton of recycled paper saves 17 trees, so feel free to bring as much as you can. A shred truck will be onsite in the parking lot for your convenience.

Client Movie Night & Mid Year Market Update

Our Client Night at the Movies is the most popular event for clients--both a show of appreciation for the trust you put in our services & an opportunity for important updates. Prior to the screening we will hear from a member of the portfolio management team at Black Rock - one of the sub-advisors we use to help manage client investments - about their thoughts on the economic themes influencing portfolio management in 2024.

Protecting yourself from Identity Theft

Please join us for this in-person client event. We will discuss identity theft and cyber security, along with steps you can take to reduce your risk. This event will feature a presentation from a member of the Walnut Creek Police Department, and they will touch on the topic on a more local level.

Holiday Open House & Charity Drive

We welcome our clients to come and enjoy some holiday cheer with our team. We have partnered with Party In Kindness, a local non-profit, to collect toys, clothing, pajamas and essential items for Fostering Wishes, a charity supporting the needs of local foster children. Friday, December 8th from 10am - 12pm.

Client Shred Day & Open House

We welcome our clients to bring their sensitive documents for shredding on site at our Walnut Creek Office.

Client Movie Night & Mid-Year Market Update

We invite our clients and their guests to join us for a night at the movies and a mid-year market update.  

Financial Outlook 2023 & Secure Act 2.0

Join us for our first in-person client event of 2023. The event will feature two presentation sessions. A market outlook update from Christopher Lanzafame, Senior Vice President, Capital Group, as well as an overview of SECURE Act 2.0 and how it may impact your financial plan.

Office Open House & Toy Drive

We welcome you to come and enjoy some festive cheer with our team. We have partnered with Party In Kindness, a local non-profit, to collect toys, pajamas and gift cards for families in need at Bay Area Crisis Nursery. Friday, December 2nd from 12 - 2.30pm

Client Night at the Movies & Mid-Year Market Update 2022

Client Shred Day 2022