Events
Join us for exclusive events
We love working with clients one-on-one, but we’re also passionate about financial education. Our virtual and in-person events cover a range of topics, and we’ve designed them with our clients’ most common needs in mind.
Kaiperm: Retiring from Kaiser Successfully
Zoom Event · November 21, 2024
12:30pm-1:30pm or 6:00pm-7:00pm
Retirement isn’t what it used to be. Your retirement strategy should be planned with your long-term goals and desired lifestyle in mind. This session will help you envision your retirement, plan for retirement assets and sources of retirement income and identify the financial risks in retirement you may encounter.
Private Educational Events
We customize our private events to inspire and elevate your team.