Events

Client education events are one of the most important things we do. We want all of our clients to know what investments they're in, why they're in them, and what to expect out of them. If you're not 100% certain, come to our events! Reservations are required. Please call us at 310-891-0894 anytime to reserve your spot, or contact us here.

NOTE: As of March 2020, all of our events have been suspended pending state guidance that it is safe to return to group meetings.