*RESERVATIONS REQUIRED FOR ALL EVENTS*
CALL (916) 624-0769
CHECK BACK SOON!
We are always adding more exciting events, educational seminars and workshops for 2026!
Upcoming Events
STRATEGIES TO HELP MAXIMIZE YOUR RETIREMENT AND REDUCE YOUR TAXES DINNER SEMINAR
Thursday, July 16, 2026
6:00pm
-OR-
Tuesday, July 21, 2026
6:00pm
Catta Verdera Country Club
1111 Catta Verdera, Lincoln, CA 95648
RETIREMENT PLANNING BREAKFAST SEMINAR
Wednesday, August 12, 2026
9:00am
-OR-
Tuesday, August 18, 2026y 21, 2026
9:00am
Sun City Lincoln Hills
965 Orchard Creek Lane, Lincoln, CA 95648
ANNUAL CLIENT APPRECIATION CELEBRATION
Saturday, August 1, 2026
5:00pm
Location to be Announced
USFEDS RETIREMENT PLANNING WORKSHOP
Tuesday, October 6, 2026
5:00pm
Maidu Community Center
1550 Maidu Drive, Roseville, CA 95661
PAST EVENTS
STRATEGIES TO HELP MAXIMIZE YOUR RETIREMENT AND REDUCE YOUR TAXES DINNER SEMINAR
Tuesday, January 20, 2026
6:00pm
-OR-
Thursday, January 22, 2026
6:00pm
Bennett’s Westside Grill
6604 Lonetree Blvd, Rocklin, CA 95765
THE CHANGING WORLD OF RETIREMENT PLANNING – 2 DAY WORKSHOPS- PALM DESERT, CA
Tuesdays, January 27th & February 3, 2026
6:00pm -9:00pm
-OR-
Thursdays, January 29th & February 5, 2026
6:00pm -9:00pm
College of the Desert
43500 Monterey Ave, Palm Desert, CA 92260
THE CHANGING WORLD OF RETIREMENT PLANNING – 2 DAY WORKSHOPS- SACRAMENTO, CA
Tuesdays, February 24th & March 3, 2026
6:00pm -9:00pm
-OR-
Thursdays, February 26th & March 5, 2026
6:00pm -9:00pm
Sacramento City College
3835 Freeport Blvd, Sacramento, CA 95822
THE CHANGING WORLD OF RETIREMENT PLANNING – 1 SATURDAY ONLY! SACRAMENTO, CA
Saturday, February 28, 2026
9:00am -2:00pm
Sacramento City College
3835 Freeport Blvd, Sacramento, CA 95822
USFEDS RETIREMENT PLANNING WORKSHOP
Tuesday, April 7, 2026
5:00pm-8:30pm
Maidu Community Center
1550 Maidu Drive, Roseville, CA 95661
CHECK BACK SOON!
We are always adding more exciting events, educational seminars and workshops for 2026!