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:
Annual Holiday Party
- Location: Mission Inn
- Wednesday, December 5th from 11:00AM – 1:00PM
Formal invitations will be mailed mid-November!
As always, you are encouraged to invite a friend or neighbor who's interested in learning more about these trending conversations.
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