Events
Upcoming Events
February 7, 2023 - April 7, 2023
11:30a - 12:00p
Virtual event hosted via Zoom
Market Know-How: Point Break
Tuesday, February 7, 2023 Virtual event hosted via Zoom Time: 11:30am – 12:30 Guests, friends, and relatives of Invitees are welcome. Please call or email to RSVP
March 7, 2023
11:30a - 12:30p
Virtual
Webinar: Municipal Market Update
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
Past Events
January 17, 2023
11:30a - 12:30p
Virtual
Webinar: Municipal Market Update
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
November 8, 2022
11:30a - 12:30p
Virtual
Webinar: Municipal Market Update
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
November 3, 2022
11:30a - 12:30p
Zoom
Cybersecurity Made Simple
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
October 11, 2022
11:30a - 12:30p
Zoom
Webinar: A Whole New World of Opportunity
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
September 20, 2022
11:30a - 12:30p
Zoom
Market Know-How: Catch Me If You Can
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
September 13, 2022
11:30a - 12:30p
Zoom
Cybersecurity Made Simple
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
January 11, 2022
11:30a - 12:30p
Virtual
November 1, 2021
11:30a - 12:30p
Zoom
Cybersecurity Made Simple
Virtual event hosted via Zoom Guests, friends, and relatives of Invitees are welcome!
October 28, 2021
11:30a - 12:30p
Virtual
August 5, 2021
10:00a - 11:00a
Zoom
Social Security With You Through Life's Journey
A conversation designed to summarize Social Security fundamentals, options, and strategies. RSVP today to save your spot!
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!
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