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Events

Upcoming Events

February 26, 2020

2:00p - 3:30p

La Jolla Riford Library

Basics of Estate Planning

Learn about the basics of estate planning from guest speaker Ted Cook, Attorney at Law, Partner at Henry & Cook, LLP. This free educational workshop will help attendees understand wills, trusts, power of attorney, and more. Light snacks and refreshments will be served. RSVP today to save your spot!

February 26, 2020

2:00p - 3:30p

La Jolla Riford Library

Getting Started: An Introduction to Investing

At this free educational workshop, attendees will learn about investment tools & strategies, risk management, and more. Light snacks and refreshments will be served. RSVP today to save your spot!

Past Events

September 24, 2019

4:00p - 6:00p

La Jolla Riford Library

2019 Fall Educational Workshop

At this free workshop, guest speakers will discuss Social Security benefits, the current state of the Municipal Bond Market, and tips to reduce the risk of becoming a victim of elder abuse. RSVP today to save your spot!

September 10, 2019

4:00p - 6:00p

La Jolla Riford Library

Life Insurance Seminar

At this educational workshop, attendees will hear from guest speakers and Serenity Financial Planning's very own Sima Alefi on high-level discussions regarding long-term care expenses and life insurance. RSVp today to save your spot!

July 31, 2019

5:30p - 7:30p

La Valencia Hotel (Galeria Salon)

Estate Planning and Market Outlook

At this educational workshop attendees will hear guest speakers discuss high level estate planning strategies and opportunities amid global disruption. Hors d'oeuvres will be provided. RSVP today to save your spot.

July 4, 2019

4th Of July

4th Of July

Event Registration


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