Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

October 28, 2021

6:00p - 8:30p

Pleasanton Senior Center

Register

November 2, 2021

5:30p - 6:30p

Zoom Meeting

Register

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

November 4, 2021

6:00p - 8:30p

Pleasanton Senior Center

Register

November 9, 2021

6:00p - 8:30p

Pleasanton Senior Center

Register

December 7, 2021

5:30p - 6:30p

Zoom Meeting

Register

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

Past Events

October 26, 2021

6:00p - 8:30p

Pleasanton Senior Center

October 5, 2021

5:30p - 6:30p

Zoom Meeting

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

June 1, 2021

5:30p - 6:30p

Zoom Meeting

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

May 6, 2021

6:00p - 7:30p

Join us for an educational webinar in the safety of your home.

Retirement Planning Workshop - Taxes in Retirement

Taxes in Retirement- WEBINAR Efficiently managing your taxes involves many intricate details and strategies; and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.

May 5, 2021

6:00p - 7:30p

Join us for an educational webinar in the safety of your home.

Retirement Planning Workshop - Social Security Benefits

Social Security Benefits- WEBINAR As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains a major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

May 4, 2021

5:30p - 6:30p

Zoom Meeting

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

April 29, 2021

6:00p - 7:30p

Join us for an educational webinar in the safety of your home.

Retirement Planning Workshop - Social Security Benefits

Social Security Benefits- WEBINAR As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains a major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

April 27, 2021

6:00p - 7:30p

Join us for an educational webinar in the safety of your home.

Retirement Planning Workshop - Taxes in Retirement

Taxes in Retirement- WEBINAR Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.

April 13, 2021

5:30p - 6:30p

Zoom Meeting

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

March 2, 2021

5:30p - 6:30p

Zoom Meeting

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

February 9 - February 16, 2021

6:30p - 8:30p

Zoom Webinar

Retirement Planning Workshop - 2 Night Course

Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.

February 4 - February 11, 2021

6:30p - 8:30p

Zoom Webinar

Retirement Planning Workshop - 2 Night Course

Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.

February 2, 2021

5:30p - 6:30p

Zoom Meeting

Divorce Angel -Meet with professionals who can guide you through divorce

Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.

December 1, 2020

5:30p - 7:00p

Zoom Meeting

November 3, 2020

5:30p - 7:00p

Zoom Meeting

October 28, 2020 - November 4, 2020

6:30p - 8:30p

Zoom Webinar

Retirement Planning Workshop - 2 Night Course

Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.

October 22 - October 29, 2020

6:30p - 8:30p

Zoom Webinar

Retirement Planning Workshop - 2 Night Course

Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.

October 6, 2020

5:30p - 7:00p

Zoom Meeting

September 1, 2020

5:30p - 7:00p

Zoom Meeting

August 4, 2020

5:30p - 6:30p

Zoom Meeting

Event Registration