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.
Special youth series
Book Club: Parents Making Cents
Zoom Event · Once a month, every second Tuesday
6:00pm-7:00pm
A monthly one-hour Zoom call where you will learn how to instill sound financial values in your children as we introduce a new program to support parents and grandparents like you. These calls will serve as a platform for sharing insights, discussing strategies and providing valuable resources to make these conversations more engaging and impactful.
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