2025 Events
NOVEMBER 25 | 2:00 – 5:00pm
Thanksgiving Pie Event
TO BE ANNOUNCED
Financial Planning
TO BE ANNOUNCED
Wines & Economies of the World
TO BE ANNOUNCED
Estate Planning Webinar
Previous Events
MAY 1 | 12:00 – 1:30pm
Investing in 2025
With markets experiencing heightened volatility, rising inflation, evolving tariffs, and the rapid expansion of cryptocurrencies, staying informed and prepared is more important than ever.
JUNE 24 | 11:30 – 12:30pm
Tax Strategies & Wealth Planning
Tax season may be over, but the smartest planning happens year-round. Join us for an exclusive session focused on advanced tax strategies and how they connect to your broader financial goals.
AUGUST 15 | 2:00 – 6:30pm
K1 Speed & Burgeon Beer Company
AUGUST 16 | 12:00 – 6:00pm
North County Relay for Life
AUGUST 19 | 10:00 – 11:00am