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 e:mail your RSVP to 

For a complete list of 2017 Event Dates, CLICK HERE!

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

  • Client Gathering - Concert in the Park
    Friday, August 11
    Dinner from 5:30 to 7 pm; Music from 6 to 8:30 pm

    Library Park, Lakeport
  • Technology 101: The Basics
    Tuesday, August 29 5:30 pm
    Mendocino College Lake Campus, Lakeport
  • American Funds Investor Dinner
    Tuesday, September 19 at 5:30 pm
    Robinson Rancheria Event Center, Nice
  • 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 2:00 to 5:00  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.