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:

Feb
09
Social Security
6:30 pm | MSJC – Temecula Valley Campus
Register
Feb
10
Social Security
10:00 am | MSJC – Temecula Valley Campus
Register
Feb
16
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Feb
18
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Mar
03
Annual Client Appreciation Event
8:00 am | Mortons Steak House | Seating limited and not for existing clients. | Call office for details
Register
Mar
09
Retirement Income Planning
8:00 am | Gourmet Italia – Temecula | Seating limited and not for existing clients
Register
Mar
10
Retirement Income Planning
8:00 am | Gourmet Italia – Temecula | Seating limited and not for existing clients
Register
Mar
16
Social Security
6:30 pm | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
Mar
18
Social Security
10:00 am | UCR Palm Desert Campus University Building – Use Parking Lot B
Register
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