Events
Women and Investing
Tuesday, February 13th, 2018
Noon-2:00pm
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
A Smarter Way to Invest for College
Thursday November 29, 2018
4:30pm–6:30pm
Please join us for an evening of education from John Concepcion, Regional Vice President at Franklin Templeton. We will be discussing how to save for education for the ones you love.
For further information, please call 831-476-7300
RSVP by November 15th
Client Appreciation Event
Wednesday, August 15th
6:00pm-8:00pm
Please join us in the VIP section for an evening of client appreciation in Esplanade Park, Capitola featuring music by THE HOUSEROCKERS. Bring a chair and your favorite beverage. We will provide the rest.
RSVP by phone by July 27th, please call 831-476-7300
To Schedule an Appointment
Call (831) 476-7300 or