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Events

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.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Event Registration




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