Events & Workshops
Learn, Plan, and Connect—With a Little Fun Along the Way
We believe that smart financial planning should be accessible, engaging, and yes—even enjoyable. That’s why we host ongoing classes, workshops, and special events throughout the year. Whether you’re looking to sharpen your retirement strategy, understand Social Security, or navigate the financial side of divorce, our events offer expert insights and practical takeaways.
All events are designed with education, community, and clarity in mind—and everyone is welcome.
Upcoming Events
Wednesday, October 21
05:30 PM - 07:00 PM
Danville Library, 400 Front St, Danville, California 94526
Taxes in Retirement
Learn practical strategies for managing taxes in retirement, understanding changes to the tax code, and identifying opportunities that may help reduce your tax liabilities while supporting your long-term financial goals.
Thursday, October 22
05:30 PM - 07:00 PM
Danville Library, 400 Front St, Danville, California 94526
Medicare & Planning for Long-Term Care
Learn about the different parts of Medicare, what it covers, and how long-term care planning can help you prepare for future needs while protecting your retirement savings.
Tuesday, October 27
05:30 PM - 07:00 PM
Danville Library, 400 Front St, Danville, California 94526
Medicare & Planning for Long-Term Care
Learn about the different parts of Medicare, what it covers, and how long-term care planning can help you prepare for future needs while protecting your retirement savings.
Thursday, October 29
05:30 PM - 07:00 PM
Danville Library, 400 Front St, Danville, California 94526
Taxes in Retirement
Learn practical strategies for managing taxes in retirement, understanding changes to the tax code, and identifying opportunities that may help reduce your tax liabilities while supporting your long-term financial goals.
Ribbon Cutting - Pacific Wealth and Oculus Financial Group
Please join the Danville Area Chamber in welcoming Pacific Wealth Planning and Oculus Financial Group to the Danville area by attending this ribbon cutting ceremony!
Medicare & Planning for Long-Term Care
Danville Library, 400 Front St, Danville, California 94526
Tuesday, October 27
05:30 PM - 07:00 PM
Learn about the different parts of Medicare, what it covers, and how long-term care planning can help you prepare for future needs while protecting your retirement savings.
Past Events
There are currently no past events to display. Please check back soon for updates on previous classes and events.
