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9.11.24 Lunch @ ChophouseThirteen

09/2024

Dear Clients, Friends, and Retirees,You're invited for our Retirement Case Studies lunch on Wednesday, September 11th at...

9.12.24 Private Client Dinner @ Catullo's, Nocatee

09/2024

Dear Clients, Friends, and Retirees,

You're invited for a private dinner on the evening of September 12th at Catullo's Italian...

8.21.24 Lunch @ ChophouseThirteen

08/2024

Dear Clients, Friends, and Retirees,

You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen...

8.7.24 Lunch @ ChophouseThirteen

08/2024

Dear Clients, Friends, and Retirees,

You're invited for lunch! Wednesday, August 7 at 11:00am, we are hosting our Retirement...

7.24.24 Lunch @ ChophouseThirteen

07/2024

Dear Clients, Friends, and Retirees,

You're invited for lunch! We're kicking off the new quarter with a new, fabulous venue – ...

7.10.24 The Quarterly Retirement Insights @ ChophouseThirteen

07/2024

Dear Clients, Friends, and Retirees,

You're invited for lunch! We're kicking off the new quarter with a new, fabulous venue – ...

6.5.24 The Quarterly Retirement Recap @ Blue Fish, Avondale

05/2024

You're invited to our last lunch at Blue Fish, Avondale!

It’s hard to believe we are already nearing the end of the 2^nd...

5.22.24 Secure YOUR Social Security @ Blue Fish, Avondale

05/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, May 22nd @ 11am for a...

5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale

04/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, May 8th @ 11am for a...

5.2.24 *SOLD OUT* San Jose Country Club, Dinner & Decades Trivia Night

04/2024

Hello Clients and Friends,

We're BACK @ the San Jose Country Club for a DECADES TRIVIA NIGHT!

Join us for a delicious meal and...