Upcoming Events

 

                               Adirondack Chairs                       Photo by John Brant © 2007

 

We have periodic education events for clients and guests.  Please note that seating is limited at all of our events so we ask that you call our office at 805-850-0137 by the date requested in the invitation. In addition to our quarterly client events, in 2011 we will have bimonthly birthday dinners for our Wealth Experience clients.  Watch for your invitation in your birthday month!