Calendar of Events

Save The Date - 2011 Workshop Series

As part of our commitment to educating our clients and prospective clients, a series of FREE educational workshops are offered throughout the year. Listed below is our tentative schedule of workshops. 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 megan.tredway@investmentcenters.com


  • The State of Social Security
    With Special Guest, Tom Richards, Social Security Administration
    Tuesday, March 15 at 1:00 pm - OR - Thursday, March 24 at 12:00 pm
    Umpqua Bank (2nd floor conference room), Lakeport
  • Shred Fest 2011 & Protecting Yourself from ID Theft
    Shredding service by Shred-It, Guest Speakers from USPS & local DA Office
    Thursday, April 28; Shredding 4:00 to 6:00 pm & Workshop at 6:00 pm
    Umpqua Bank (2nd floor conference room), Lakeport
  • Couples & Cash
    Tuesday, May 17 at 5:30 pm
    Umpqua Bank (2nd floor conference room), Lakeport
  • CPA Luncheon
    Tuesday, May 24 at 12:00 pm
    Umpqua Bank (2nd floor board room), Lakeport
  • Your Retirment: TBD
    Tuesday, June 21 at 5:30 pm
    Umpqua Bank (2nd floor board room), Lakeport
  • Franklin Templeton
    Shareholders Dinner with Matt Cost
    Tuesday, July 12 at 6:00 pm
    Location to be determined
  • Mid-Year Market Update
    Wednesday, July 20 at 5:30 pm
    Umpqua Bank (2nd floor board room), Lakeport
  • American Funds Group
    Shareholders Dinner with Christopher Lanzafame
    Thursday, September 22 at 6:00 pm
    Location to be determined
  • Estate Planning
    Wednesday, October 26 at 5:30 pm
    Umpqua Bank (2nd floor conference room), Lakeport
  • Long-Term Care Insurance
    Wednesday, November 16 at 5:30 pm
    Umpqua Bank (2nd floor conference room), Lakeport

Upcoming 2011 Workshops with Dates Pending:

  • Suggestions? Let us know if you have an idea for a topic you would like to see added!

 To reserve your space, please call our office at 707-262-1880 or send an email to Megan at megan.tredway@investmentcenters.com. 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.