Broker Check

Events

Upcoming Events

June 21, 2023

11:30a - 12:30p

Virtual event hosted via Zoom

Past Events

May 23, 2023

11:30a - 12:30p

Virtual event hosted via Zoom

April 11, 2023

11:30a - 1:00p

Virtual Webinar

March 7, 2023

11:30a - 12:30p

Zoom

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!

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

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

Event Registration


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