Events
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 or (800) 603-1393.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 10, 2023 - May 12, 2023
1:00p - 2:45p
CA State University, Sacramento
Active Retirement Investing Seminar Spring 2022
Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds and highest rated Managed no-load funds. Or evaluate how your current Adviser is doing. Must be a member Renaissance Society 916-278-6011 or https://www.csus.edu/college/social-sciences-interdisciplinary-studies/renaissance-society/
September 9, 2022 - December 2, 2022
10:00a - 11:30a
CA State University, Sacramento
Active Retirement Investing Seminar
Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds and highest rated Managed no-load funds. Or evaluate how your current Adviser is doing. Must be a member Renaissance Society 916-278-6011 or https://www.csus.edu/college/social-sciences-interdisciplinary-studies/renaissance-society/