Upcoming Events
Coffee Talk
Wednesday, April 18th at Camille's Sidewalk Café - 8:30am
Retirement and Estate Planning Workshop
Thursday, March 1st 2012
Thursday, March 8th 2012
Thursday, March 15th 2012
Thursday, March 22nd 2012
Thursday, March 29th 2012
Tuesday, April 3rd 2012
5:30 pm - registration
5:40 pm - first course
6:00 pm - start
Bakersfield, California
If you own IRAs, Annuities, CDs, Mutual Funds or Stocks, you won't want to miss this special event! Our program is designed to help you make informed, intelligent decisions about your retirement. If you or a friend or family member that would benefit from our services, please invite them to join us for an upcoming workshop. Be sure to include your name and contact information, along with the name and contact information of your friend or family member.
Call 661-322-5192 for a reservation or click here to receive more information.
Gradient Roundtable
February 22-24, 2012.
Call 661-322-5192 for information.
RIA University
March 7-9, 2012
Advisors attending will learn how to become the complete retirement professional. Join us for a comprehensive discussion of our industry and how you can become Tomorrow's Advisor, Today! Call 1-800-451-8395 to register or click here to receive more information.
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