Events
You can explore our upcoming events below
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 2, 2022
1:00p - 2:00p
https://zoom.us/j/6680046648
Special Tax Credits and Incentives
This month's presentation will be focused on strategies to reduce your taxes. This presentation is for a commercial builder, developer, real estate investor, business owner, executive, or anyone looking to reduce their taxes.
April 25, 2022
2:00p - 3:00p
https://zoom.us/j/6680046648
Long Term Care Planning Zoom
Monthly Zoom - Review insights and services covered by long term care insurance and what you should be planning for in the future.
March 30, 2022
2:00p - 3:00p
Zoom Presentation
Exploring CalSavers
Please join us for this month's zoom call - Valuable insight into CalSavers