Join us for a lively evening at Men’s Whiskey Night on March 21st at 6:30 pm, located at our Roseville Office! Bring along a friend (or two) and savor a night filled with whiskey. Enjoy mingling, networking, and gaining valuable insights into wealth management in a laid-back atmosphere. Secure your spot now – RSVP today for an evening filled with sophistication and empowerment!
*Space is limited.
We are pleased to invite you to an informative webinar designed to introduce the significant enhancements to our client portal, scheduled for an update on March 5th. This session is an opportunity to acquaint yourself with the improved functionalities and optimized user experience.
Join us for an exclusive client event at Sutter Health Park! Bring your family and immerse yourselves in an evening with the Sacramento River Cats on April 26th.
*Space is limited.