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:

Jul
21
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Jul
23
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Aug
18
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Aug
19
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Aug
25
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Aug
27
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Sep
09
Social Security
6:30 pm | UCR Palm Desert Campus Room B114-117, Use Parking Lot B
Register
Sep
10
Social Security
10:00 am | UCR Palm Desert Campus Room B114-117, Use Parking Lot B
Register
Sep
29
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Sep
30
Retirement Income Planning
8:00 am | Mortons Steak House | 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
29
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Nov
03
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Nov
05
Social Security
10:00 am | UCR Palm Desert Campus University Building – 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
Dec
01
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Dec
02
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Register
Call Now Button