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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.

Upcoming Events

March 23, 2021 - April 27, 2021

10:00a - 11:00a

Zoom

Active Retirement Investing Seminar

These seminars are for every investor who is willing to take the time to hear about the important issues and decisions necessary to survive a long and happy retirement.

Past Events

February 9, 2021 - March 16, 2021

10:00a - 11:00a

Zoom

Active Retirement Investing

Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds (ETF’s) and highest rated Managed no-load funds. Or evaluate how your current Advisor is doing. Must be a member Renaissance Society 916-758-5133 or https://www.csus.edu/college/social-sciences-interdisciplinary-studies/renaissance-society/

Event Registration