Events
Welcome to our events page! Please check back often as we have many different educational events throughout the year!
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
August 24, 2023
8:30a - 9:00a
Zoom Webinar
July 27, 2023
8:30a - 9:00a
CVENT Webinar
June 13, 2023
6:00p - 7:00p
Total Wine & More San Dimas
Educational Wine Tasting Event with Russell Investments
Please join us for an educational evening as we learn from Russell Investments on Tax Advantaged Investing!
August 11, 2022
8:30a - 8:45a
WebEx Webinar
3 Ways to Save On Your Large Plan Audit Cost
Your large plan audit is usually the largest cost to the plan and it can be an annual headache! Let us show you how to bring some administration relief and lower that cost!
November 2, 2021
10:00a - 11:45p
GO Executive Suites San Dimas