Calender of Events

Financial Seminars

Please join us in our continung effort to educate and inform. Seminars are scheduled for the 2nd Thursday of every month with a 12pm and 6pm session available for our clients and their guests (additional 3pm may be added, if needed). All sessions will be held in the Plan Well Live Well conference room. Space is limited to 12 per session. Free to all attendees. Workbook included with each session.

To reserve your seat at one of our workshops, please call 916-797-1020