Calendar of Events

Save The Date - 2017 Workshop Series

As part of our commitment to better serve and educate our clients and prospective clients, we provide a series of complimentary educational workshops and events throughout the year. Space is limited for each event. If you are interested in reserving a seat or finding out more information, give us a call at (707) 262-1880 or email your RSVP to:

We invite you and a guest to take part in the following upcoming events:

  • Fish Don't Clap - Planning for a Purposeful Retirement
  • Wednesday, October 18 at 5:30 pm
    Lake Event Design Showroom, Lakeport
  • Holiday Celebration
    Sunday, December 3 from 12:30 to 4:30  pm
    Soper-Reese Community Theatre, Lakeport
  • Suggestions? Let us know if you have an idea for a topic you would like to see added!

If your group or organization is interested in having Jennifer Strong be a guest speaker, please let us know, as we do have dates available.