Financial Planning Events

“The 7 Biggest Mistakes Trustees Often Make”

Two Workshops Available

When: Saturday June, 2, 2012
Where: Claremont Univiersity Consortium
Time: 10a.m. – 12:45p.m.

When: Tuesday June 5, 2012
Where: Claremont University Consortium
Time: 6p.m. – 8:45p.m.

RSVP for both by 4/28/2012

“How women approach money and investing.” Seminar/Brunch for Women
When: April 21, 2012
Where: Walter’s Restaurant
Time: 9am-11am
RSVP by April 16, 2012

Forecast 2012  Seminar & Complimentary Brunch
When: March 3, 2012
Where: Walter’s Restaurant
Time: 9am-11am
RSVP by Feb. 27th to 909-625-1052

Chocolate & Champagne Party
When: February 14, 2012
Where: Office 419 Yale Avenue
Time: 5:30pm-7:00pm 

Holiday Brunch 2011
When: December 10, 2011
Where: Walter’s Restaurant
Time: 9am-11am 

Social Security Seminar
When: October 15, 2011
Where: Walter’s Restaurant
Time: 9am-11am 

Old Fashioned Ice Cream Social
When: June 30, 2011
Where: Office 419 Yale Avenue
Time: 6pm-7:30pm 

“Who’s the B.O.S.S.” A seminar dedicated to the importance of beneficiary designation.
When: May 7, 2011
Where: Walter’s Restaurant
Time: 9am-11am 

Valentine Brunch
When: February 12, 2011
Where: Walter’s Restaurant
Time: 9am-11am 

“Why Diversify Your Portfolio with Real Estate?” seminar/brunch
When: January 29, 2011
Where: Walter’s Restaurant
Time: 9am-11am