Events

Financial Dinner Seminars

Learn how to Maximize Your Retirement & Reduce Your Taxes


Thursday, January 25, 2024  6:00 PM

Catta Verdera Country Club

1111 Catta Verdera, Lincoln, CA 95648

Tuesday, January 30, 2024  6:00 PM

Catta Verdera Country Club

1111 Catta Verdera, Lincoln, CA 95648

Thursday, February 15, 2024  6:00 PM

Bennett’s Westside Grill 

6604 Lonetree Blvd, Rocklin, CA 95765

Tuesday, February 20, 2024  6:00 PM

Bennett’s Westside Grill 

6604 Lonetree Blvd, Rocklin, CA 95765

Thursday, March 14, 2024  6:00 PM

Bennett’s Westside Grill 

6604 Lonetree Blvd, Rocklin, CA 95765

Tuesday, March 19, 2024  6:00 PM

Bennett’s Westside Grill 

6604 Lonetree Blvd, Rocklin, CA 95765

Thursday, April 11, 2024  6:00 PM

Catta Verdera Country Club

1111 Catta Verdera, Lincoln, CA 95648

Tuesday, April 16, 2024  6:00 PM

Catta Verdera Country Club

1111 Catta Verdera, Lincoln, CA 95648

*Reservations Required

Social Security Workshops

The Keys to Maximizing Your Social Security Benefits


Tuesday, March 12, 2024  2:00 PM

Granite Library

6475 Douglas Blvd, Granite Bay, CA 95746

Wednesday, March 27, 2024  2:00 PM

Rocklin Library 

4890 Granite Drive, Rocklin, CA 95677

Wednesday, April 10, 2024  2:00 PM

Rocklin Library 

4890 Granite Drive, Rocklin, CA 95677

Tuesday, April 23, 2024  2:00 PM

Granite Library

6475 Douglas Blvd, Granite Bay, CA 95746


Wednesday, May 15, 2024  2:00 PM

Rocklin Library 

4890 Granite Drive, Rocklin, CA 95677

Tuesday, May 21, 2024  2:00 PM

Granite Library

6475 Douglas Blvd, Granite Bay, CA 95746

Wednesday, September 11, 2024  2:00 PM

Rocklin Library 

4890 Granite Drive, Rocklin, CA 95677

Tuesday, September 17, 2024  2:00 PM

Granite Library

6475 Douglas Blvd, Granite Bay, CA 95746

Wednesday, October 2, 2024  2:00 PM

Rocklin Library 

4890 Granite Drive, Rocklin, CA 95677

Tuesday, October 8, 2024  2:00 PM

Granite Library

6475 Douglas Blvd, Granite Bay, CA 95746


Wednesday, November 20, 2024  2:00 PM

Rocklin Library 

4890 Granite Drive, Rocklin, CA 95677

*Reservations Required

PAST EVENTS


Financial Workshop- Maximize Your Retirement & Reduce Your Taxes

Thursday, October 26, 2023  6:00 PM

Bennett’s Westside Grill 

6604 Lonetree Blvd, Rocklin, CA 95765

Financial Workshop- Maximize Your Retirement & Reduce Your Taxes

Thursday, October 19, 2023  6:00 PM

Bennett’s Westside Grill 

6604 Lonetree Blvd, Rocklin, CA 95765

Financial Workshop- Maximize Your Retirement & Reduce Your Taxes

Tuesday, September 26, 2023  6:00 PM

Sienna Modern American Restaurant

1480 Eureka Road, Roseville, CA 95661

Financial Workshop- Maximize Your Retirement & Reduce Your Taxes

Tuesday, September 19, 2023  6:00 PM

Sienna Modern American Restaurant

1480 Eureka Road, Roseville, CA 95661

Financial Workshop-  Maximize Your Retirement & Reduce Your Taxes

May 4, 2023  6:00 PM

Randy Peters Catering & Event Center

105 Vernon Street  Roseville, CA  95678

Financial Workshop- Maximize Your Retirement & Reduce Your Taxes

April 25, 2023  6:00 PM

Randy Peters Catering & Event Center

105 Vernon Street  Roseville, CA  95678

Financial Workshop-  Taxes in Retirement

April 21, 2022 6:00 PM

Out of Bounds Brewery

4480 Yankee Hill Rd Rocklin Ca 95677

Financial Workshop-  Maximize Your Retirement & Reduce Your Taxes

March 28, 2023   6:00 PM

Catta Verdera Country Club

1111 Catta Verdera  Lincoln, CA 95648

Financial Workshop-  Maximize Your Retirement & Reduce Your Taxes

March 22, 2023   6:00 PM

Catta Verdera Country Club

1111 Catta Verdera  Lincoln, CA 95648