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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

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.

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