Q1 Quarterly Investor Event | Zoom Session | Saturday, February 24 | 7:30 AM PST

Free Virtual Quarterly Investor Workshop for our clients and open to the public.

When:  Saturday, February 24 at 7:30 AM PST, (75-90 minute session)

Where: Virtual Event Hosted Via Zoom

Two Topics to be Covered:

  1. How to measure the success or failure of your portfolio.
  2. Estate Planning

Registration Required, RSVP by February 23rd at 10:00 AM.

We will send you the meeting link the week of the event.

Event registration is now closed.