Attend an Event

Join us for an upcoming event, where we'll help you find answers to some of the most common financial questions.

Upcoming Events:

Mar
31
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Apr
02
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Apr
29
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Apr
30
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
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