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:

Sep
22
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Sep
23
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Oct
06
Retirement Income Planning
8:00 am | LG Steakhouse | Seating limited and not for existing clients
Register
Oct
07
Retirement Income Planning
8:00 am | LG Steakhouse | Seating limited and not for existing clients
Register
Oct
13
Social Security
6:30 pm | UCR Palm Desert Campus Room B114-117, Use Parking Lot B
Register
Oct
15
Social Security
10:00 am | UCR Palm Desert Campus Room B114-117, Use Parking Lot B
Register
Oct
28
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Oct
28
Retirement Income Planning
12:00 pm | Joslyn Center
Register
Oct
29
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Nov
09
Social Security
6:30 pm | UCR Palm Desert Campus Room B114-117, Use Parking Lot B
Register
Nov
10
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Nov
11
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Nov
12
Social Security
10:00 am | UCR Palm Desert Campus Room B114-117, Use Parking Lot B
Register
Dec
02
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Dec
03
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Dec
08
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Dec
09
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
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