Whether it’s keeping up with market trends or the latest on Social Security, our team is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call or register for the event online. We’ll be happy to add you to our guest list.
More events are on the way! Check back soon for more information.
March 19, 2020
5:00p - 6:30p
Elizabeth House Main Office
Help us assemble women's wellness kits for the clients of the Elizabeth House, a non-profit in Pasadena, CA.
February 25, 2020
6:30p - 8:00p
Cetera Investors Monrovia Office
The New Tax Law Educational Dinner Workshop: "20+ Questions Every Person, Family, and Business Must Answer Soon"
Learn more about tax strategies you can implement to take advantage of current tax rates and tax brackets that will have a positive impact on you, your family, and/or your business. Dinner will be served.
February 14, 2020
9:00a - 10:30a
Pasadena Chamber of Commerce
We are proud new members of the Pasadena Chamber of Commerce! Please join us at our ribbon cutting this Valentine's Day for coffee, champagne, and pastries to celebrate our new partnership with The Chamber. Can't wait to see you there!
December 7, 2019
3:00p - 6:00p
Cetera Investors Office (Formerly Foresters Financial)
Celebrate the holidays with us over food, drinks, and games!