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
Advanced Social Security Benefit Options - LIVE EVENT
This two hour workshop offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This workshop is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.
Taxes in Retirement - LIVE EVENT
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.
Advanced Social Security Benefit Options - LIVE EVENT
This two hour workshop offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This workshop is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.
Taxes in Retirement - LIVE EVENT
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.
Past Events
December 7, 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.
November 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.
October 28, 2021
6:00p - 8:30p
Pleasanton Senior Center
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