Broker Check

Woodland Hills

5850 Canoga Avenue

Suite 400
Woodland Hills, CA 91367

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

More events are on the way! Check back soon for more information.

Past Events

June 24, 2021

10:00a - 11:00a

Live Zoom Webinar

6 Retirement Account Options Every Retiree Must Know

If you have a retirement account with a former employer the decisions you make today can have a tremendous impact on your overall retirement plan. Don’t miss this educational Webinar designed specifically for baby boomers.

June 22, 2021

6:00p - 7:00p

Live Zoom Webinar

6 Retirement Account Options Every Retiree Must Know

If you have a retirement account with a former employer the decisions you make today can have a tremendous impact on your overall retirement plan. Don’t miss this educational Webinar designed specifically for baby boomers.

May 20, 2021

11:00a - 12:00p

Live Zoom Webinar

Savvy Social Security - What You Need to Know About Your Retirement Income.

Join us for an informative workshop where you will learn not only the rules of Social Security but how to use them to maximize your benefits.

March 23, 2021

6:00p - 7:00p

Live Webinar via Zoom

Savvy Social Security - What You Need to Know About Your Retirement Income

Join us for an informative workshop where you’ll learn not only the rules of Social Security but how to use them to maximize your benefits.

Event Registration