*RESERVATIONS REQUIRED FOR ALL EVENTS*
CALL (916) 624-0769
CHECK BACK SOON!
We are always adding more exciting events, educational seminars and workshops for 2026!
Upcoming Events
ANNUAL CLIENT APPRECIATION CELEBRATION
Saturday, August 1, 2026
5:00pm
For Clients by Invitation Only
THE CHANGING WORLD OF RETIREMENT PLANNING – 2 DAY WORKSHOPS- BERKELEY, CA
Thursdays, September 10th & September 17, 2026
6:00pm
-OR-
Tuesdays, September 15th & September 22, 2026
6:00pm
UC Berkeley – Clark Kerr Campus (CKC)
2601 Warring Street, Berkeley, CA 94720
USFEDS RETIREMENT PLANNING WORKSHOP
Tuesday, October 6, 2026
5:00pm
Maidu Community Center
1550 Maidu Drive, Roseville, CA 95661
PAST EVENTS
STRATEGIES TO HELP MAXIMIZE YOUR RETIREMENT AND REDUCE YOUR TAXES
Thursday, July 16, 2026
6:00pm
-OR-
Tuesday, July 21, 2026
6:00pm
Catta Verdera Country Club
1111 Catta Verdera, Lincoln, CA 95648
STRATEGIES TO HELP MAXIMIZE YOUR RETIREMENT AND REDUCE YOUR TAXES DINNER SEMINAR
Tuesday, January 20, 2026
6:00pm
-OR-
Thursday, January 22, 2026
6:00pm
Bennett’s Westside Grill
6604 Lonetree Blvd, Rocklin, CA 95765
THE CHANGING WORLD OF RETIREMENT PLANNING – 2 DAY WORKSHOPS- PALM DESERT, CA
Tuesdays, January 27th & February 3, 2026
6:00pm -9:00pm
-OR-
Thursdays, January 29th & February 5, 2026
6:00pm -9:00pm
College of the Desert
43500 Monterey Ave, Palm Desert, CA 92260
THE CHANGING WORLD OF RETIREMENT PLANNING – 2 DAY WORKSHOPS- SACRAMENTO, CA
Tuesdays, February 24th & March 3, 2026
6:00pm -9:00pm
-OR-
Thursdays, February 26th & March 5, 2026
6:00pm -9:00pm
Sacramento City College
3835 Freeport Blvd, Sacramento, CA 95822
THE CHANGING WORLD OF RETIREMENT PLANNING – 1 SATURDAY ONLY! SACRAMENTO, CA
Saturday, February 28, 2026
9:00am -2:00pm
Sacramento City College
3835 Freeport Blvd, Sacramento, CA 95822
USFEDS RETIREMENT PLANNING WORKSHOP
Tuesday, April 7, 2026
5:00pm-8:30pm
Maidu Community Center
1550 Maidu Drive, Roseville, CA 95661
CHECK BACK SOON!
We are always adding more exciting events, educational seminars and workshops for 2026!