Upcoming Events:
Apr
29
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
Apr
30
Retirement Income Planning
8:00 am | Mortons Steak House | Seating limited and not for existing clients.
May
12
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
May
14
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
May
19
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
May
20
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Jun
09
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Jun
11
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Jun
16
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Jun
17
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Jul
07
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Jul
08
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Jul
21
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Jul
23
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Aug
18
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Aug
19
Retirement Income Planning
12:00 am | Mortons Steak House | Seating limited and not for existing clients.
Aug
25
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Aug
27
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B