Client Events

We love spending time with our clients and the people they care about. Many of our events focus on educating people in an approachable and valuable way. In addition to educational events, we love spending time with our clients through social events and celebrations.

image-one
image-one

Upcoming Events

Sep
24

GROW 2025: Own Your Future

09/24/2025
6:00 pm PST
Broadway Commons
Learn More

Past Events

WORKSHOP
Jul
01

Legacy Letter Workshop

07/1/2025
Details
FOCUS WORKSHOP
Jun
12

2025 Summer FOCUS Workshop: Tax Matters

06/12/2025
Details
SHRED DAY
May
16

2025 Shred Day

05/16/2025
Details
FOCUS WORKSHOP
Apr
16

2025 Spring FOCUS Workshop: Market Update with Ryan Detrick

04/16/2025
Details
FOCUS WORKSHOP
Jan
15

2024 Winter FOCUS Workshop: Identity Theft Prevention

01/15/2025
Details
Lunch & Learn
Dec
12

AQR Flex Lunch & Learn

12/12/2024
Details
FOCUS WORKSHOP
Oct
15

2024 Fall FOCUS Workshop: Senior Living Communities

10/15/2024
Details
GROW 2024
Sep
26

GROW Event 2024

09/26/2024
Details