Skip to content

Sacramento Workshops

5 Must-Knows of Financial Planning

blue line

Our event has passed. Check back for more dates coming soon!

Markets have you worried? Then this is for you.

If you’re one of the 67% of Americans who don’t have a written financial plan*, market turbulence can feel like a shock to the system.   

Take your planning know-how to the next level with one of our top financial experts. They’ll distill 30+ years of industry expertise into 5 successful strategies that we’ve used to help thousands of people like you prepare for a better tomorrow (and weather the ups and downs of today).

Our workshop covers:

  • Proven investment management strategies that can help mitigate risk
  • How to determine if you’re saving enough for potential retirement
  • Ways to minimize your post-career taxes
  • What you should really expect from an advisor in reaching your goals
  • And much more  

If you want to make work an option — not an obligation — and learn why we don't stress over daily market movements, join us!

Financial Planning- 5 Must Knows- Aug24-1

 

 

Sacramento Workshop Dates

Wednesday, August 14th

6:30 p.m. PT

Rancho Cordova, CA

Sacramento Marriott Rancho Cordova

 

Thursday, August 15th

6:30 p.m. PT

Sacramento, CA

Double Tree by Hilton Hotel Sacramento

 

Saturday, August 17th

11 a.m. PT

Roseville, CA

Union Brick by Wedgewood Weddings

 


97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Don’t see a date that works for you? Sign up to receive notifications of future workshops.