Broker Check


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

Event Registration