Appreciation & Social Events
Please call 925.370.3750 or email email@example.com if you have questions about any upcoming or past events.
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To RSVP to any event please contact Sonia at 925-370-3750 ext 108 or email email@example.com
We enjoy several social & appreciation events throughout the year with our clients. This gives us an opportunity to visit with them & become acquainted with their social circle.
Was held on:
Saturday, August 7th, 2021
between 10:00AM and 12:00PM.
At our Walnut Creek office
There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Every ton of recycled paper saves 17 trees! We are committed to helping protect the privacy of our clients and providing you with this helpful & convenient service. A shred truck will be on site in the parking lot for the shredding of documents.
VIP EDUCATION FORUM 2019
Was held on:
Saturday, November 9th: 10am - 12pm
Lafayette Park Hotel
Retirement in the Face of Volatility, Taxes, & Recession
~ How to think about Retirement Expenses
~ Paychecks vs. Investment Withdrawals
~ The Impact of New Tax Laws
~ Strategies to Buffer Volatility
~ Anatomy of a Recession
Why Proper Estate Planning is Essential
~ Current Estate Planning Landscape
~ Probate & Probatable Assets
~ Essential Estate Documents for All
Healthcare in Retirement: Medicare & Long Term Care
~ Medicare Overview & Supplemental Coverage
~ Who Pays for Health Events?
~ Options Insuring for Long Term Care
Client Night at the Movies & Mid-Year Market Update
Was held on:
Thursday, July 11th, 2019 from 6:30pm
Century Theatres Downtown Walnut Creek
The event included:
Goals-Based Wealth Management in the Face of Market Volatility: An update from Jason Vitucci
The Economy in 2019: An Update from Blackrock
Private Screening of "Yesterday"
Spring Cleaning Shred Event.
Was held on:
Saturday, June 1st, 2019 from10:00AM to 12:00PM.
At our Walnut Creek office.
As always, we are committed to protecting your privacy and providing you with helpful and convenient service!
Our clients joined us for coffee & pastries while sensitive documents were shredded.
Client Night at the Movies & Mid-Year Market Update.
Thursday, August 9th 2018 at 6.30pm
Rheem Theatre: 350 Park Street, Moraga, CA 94556
The evening included:
- Updating Your Financial Plan: Mission Possible -- Jason Vitucci, CFP®, EA
- The Economy in 2018: Volatility, Interest Rates, & Geopolitics
-- Marc Pfeffer, Managing Director, Institutional Fixed Income CLS Investments
- Private Screening of Mission Impossible: Fallout starring Tom Cruise
Prior to the screening heard from a member of one of our portfolio management teams, CLS Investments - a sub-advisor we use to help manage client investments - about their thoughts on the economic themes influencing portfolio management in 2018. Jason Vitucci also touched on updates about our practice and answered any client questions.
New Office Open House & Document Shredding Event
We invited clients to join us for an open house at our new offices near Contra Costa Centre district of Walnut Creek. Refreshments were served & we invited clients to bring their sensitive documents to be shredded onsite.
Saturday, September 23, 2017. From 10am to noon
Client Night at the Movies & Mid-Year Market Update 2017
Our premier annual client event was on August 9 at the Orinda Theatre. Jason provided an update on our practice. We also had a sub-advisor in attendance who spoke to the current state of the global economy.
Wednesday, August 9 at 6:30pm
Guest Speaker: Rusty Vanneman, Chief Investment Officer, CLS Investments
Private Screening: Dunkirk; Directed by Christopher Nolan, Starring Kenneth Branagh & Tom Hardy
Movie Night & Mid-Year Market Update 2016
Clients joined us for our 6th annual movie night, a private screening of Cafe Society.
Wednesday, August 24th at 6.30 pm
at the Orinda Theatre
Prior to the screening we heard from Dr. Randy I. Anderson, PH.D, CRE, Chief Economist, Griffin Capital Corporation about his thoughts on global economic expectations for 2016 and beyond.
We thank all who attended and we look forward to continuing these events in the years to come.
Post tax season Shred Party 2016
Friday, May 20th from 3pm to 6pm
at our Kensington office
We invited our valued clients to join us in celebrating the end of another busy tax season. Once again we are also offered a free shredding service. We understand that disposing of your sensitive documents, such as very old tax returns or investment statements, can be a hassle. We hope to help our clients protect their privacy by offering this annual shredding service.
Movie Night & Mid-Year Market Update 2015
Clients and their guests joined us for a private screening of Aloha
Thursday, June 18th at 6:30pm
Prior to the screening we heard from a member of our portfolio management team at CLS Investments - one of the sub-advisors we use to help manage client investments - about their thoughts on the economic themes influencing portfolio management in 2015.
An enjoyable evening was had by all.
Identity Theft - Some steps you can take to help avoid it
Mira Vista Golf & Country Club
Identity crime can take many forms and thieves can be very ingenious when attempting to steal your information. We will help you understand the risks and what can be done to avoid this crime. We can help you work to keep your identity and your financial future secure.
A member of the United States Secret Service spoke about the current threat of identity theft and what steps they suggest you take to prevent it from happening to you.