Financial Workshops
All workshops are free and will be held at either our Roseville office or our Chico office. Refreshments will be served and reservations are required. To reserve your seat at one of our workshops, please complete the registration form.
Estate Planning—What You Need to Know
Date: Tuesday, February 13, 2008
Time: 9:00 - 10:00 am
Location: Chico office
Registration: Online Registration Form
Real Estate Exit Strategies
Date: Wednesday, March 14, 2008
Time: 5:30 - 6:30 pm
Location: Roseville office
Registration: Online Registration Form
All About IRAs
Date: Wednesday, April 11, 2008
Time: 12:00 - 1:00 pm
Location: Chico office
Registration: Online Registration Form
Business Succession Planning
Date: Thursday, May 17, 2008
Time: 9:00 - 10:00 am
Location: Roseville office
Registration: Online Registration Form
Women and Investing
Date: Thursday, June 14, 2008
Time: 9:00 - 10:00 am
Location: Chico office
Registration: Online Registration Form
All About Asset Allocation
Date: Tuesday, July 10, 2008
Time: 5:30 - 6:30 pm
Location: Roseville office
Registration: Online Registration Form
Is Retirement Just Around the Corner?
Date: Tuesday, August 14, 2008
Time: 12:00 - 1:00 pm
Location: Chico office
Registration: Online Registration Form
Understanding Your Life Insurance
Date: Wednesday, September 12, 2008
Time: 9:00 - 10:00 am
Location: Roseville office
Registration: Online Registration Form
The Importance of Long Term Care
Date: Wednesday, October 10, 2008
Time: 9:00 - 10:00 am
Location: Chico office
Registration: Online Registration Form
How to Give More to Charities
Date: Thursday, November 15, 2008
Time: 5:30 - 6:30 pm
Location: Roseville office
Registration: Online Registration Form
Leaving a Financial Legacy
Date: Thursday, December 6, 2008
Time: 12:00 - 1:00 pm
Location: Chico office
Registration: Online Registration Form |
