News | Events | Resources (2)

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...

4.24.24 *SOLD OUT* Modern Annuities: An Inside Look - Lunch @ Blue Fish, Avondale

04/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, April 24th @ 11am for a...

3.27.24 A Female Focused Luncheon: Women in Retirement

03/2024

Dear Clients, Friends, and Retirees,

You're invited!

Join us on our final Wednesday at the Refinery for a Female Focused ...

3.1.24 Peak Interest Rates? How to Maximize the Benefits of This Unique Moment for YOUR Assets and Income

03/2024

Dear Clients, Friends, and Retirees,

We are in a very unique time. Rates are possibly at their peak, the market is facing...