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Workshop Schedule

July 2019

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Upcoming Workshops

Sunday October 20 | 9:00 am

Accelerating Wealth Series 4

This complimentary 2 1/2 hour workshop is designed to help our Dental and Medical Professional clients understand more about the fundamental basics of investing, both in stocks/real estate as well as ...

Sunday October 20 | 1:00 pm

Finances 101 for New Couples

This complimentary 2 hour session is designed to help couples understand key financial issues, while sharing practical advice. Strategies will be given by professionals in the real estate and financia...