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  • Fax  805.295.6556

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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. 

 

Dinner

February 27, 2019 6:00p - 8:00p Pacific Standard Time

TBD

Dinner with Tucker Grace from Goldman Sachs

 

Dinner

February 28, 2019 6:00p - 8:00p Pacific Standard Time

Oyster Loft

Dinner with Chris Ainsworth from Great West Financial

 

Dinner

March 26, 2019 6:00p - 8:00p Pacific Standard Time

TBD

Dinner with Dana Baik from Jackson Annuity

 

Brunch

March 27, 2019 9:30a - 11:30a Pacific Standard Time

Dolphin Bay

Brunch with David Ford from American Funds

 

Dinner

March 28, 2019 6:00p - 8:00p Pacific Standard Time

TBD

Dinner with Michael Maddox from Franklin Square Investments

 

Seminar Brunch

April 4, 2019 9:30a - 11:30a Pacific Standard Time

Dolphin Bay

Seminar Brunch with Jason Chura from Voya Investments

 

Dinner

April 4, 2019 6:00p - 8:00p Pacific Standard Time

TBD

Dinner with Matt Larsen from Invesco

 

Dinner

April 11, 2019 6:00p - 8:00p Pacific Standard Time

TBD

Dinner with Charles Perosia from Columbia Threadneedle

 

Dinner

April 17, 2019 6:00p - 8:00p Pacific Standard Time

TBD

Dinner with Jeff Vollmer from Franklin Templeton

Event Registration



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