Women and Investing
Tuesday, February 13th, 2018
An afternoon of education from Ann Elliot from Janus Funds and Matt Cost from Franklin Templeton. We will be discussing women and investing and offering some practical ideas on how to approach financial security.
For further information call 831-476-7300
Tuesday November 7, 2017
Please Join us for an evening of education from Kristina Page, Regional Vice President at American Funds. We will be discussing Behavioral Finance and the perceptions vs. reality of investing in 2017.
For further information or to RSVP by phone by October 30th please call 831-476-7300
Client Appreciation Event
Wednesday, August 9th
Please join us in the VIP section for an evening of client appreciation in Esplanade Park, Capitola featuring music by SAGE. Bring a chair and your favorite beverage. We will Provide the rest.
RSVP by phone by July 30th please call 831-476-7300