Sharing knowledge and experiences
Throughout the year, we host educational seminars and social events that you and your family are always welcome to attend. Event themes have included BBQs, Identity Theft and American Exceptionalism to reinforce that the economic engine is as good as it has ever been. We tend to hold two events per year, and the events are always politically agnostic and primarily social to get clients together. We hope you can join us.
Our upcoming events:
- Location: Mission Inn Resort and Club
- Wednesday, December 6th from 11am – 1:30pm
- Topic: Identity Theft with special guest speaker from the Secret Service
RSVP today and we’ll be sure to save you a seat.
All fields marked with (*) are required.