Whether it's keeping up with retirement trends or discussing investment principles, our firm is dedicated to providing excellent information in a professional way to people who are concerned about their personal finances. If any of the events below look interesting or if you have any questions, please call our office at (916) 863-1266.
September 7, 2018 1:00p - 3:00p Pacific Standard Time
California State University Sacramento
This presentation is for the Renaissance Society, under the auspices of Sac. State. The course is 13 weeks long. Click link to the left for more information.
November 17, 2018 10:00a - 4:00p Pacific Standard Time
Crowne Plaza Hotel Northeast
Information and Resources for a safer, healthier and happier life. Join us for this great opportunity to be with other seniors and a chance to meet our team member Kevin Harback, Financial Advisor.