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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 6 - August 29, 2025

3:59p - 4:59p

Zoom

August 24, 2024

10:00a - 11:00a

Webinar

Protecting Your Loved Ones: Life Insurance and Estate Planning Webinar

Join Jacques Bolivar, CFP at Pharaoh Financial Group, and Shane Barnard from Shane Barnard Law on Saturday, August 24th, 2024, at 10:00 A.M. PST for an informative webinar on life insurance and estate planning. Learn essential strategies from two experienced professionals to protect your loved ones and secure your financial future.

May 16, 2024

12:00p - 1:00p

Zoom (details will be provided upon registration)

Love Letter Webinar

We often think that estate plans are for elites with multigenerational wealth, however, an estate plan is ultimately about a legacy for your family. Estate plans don't need to be complicated, and by not communicating your hopes and desires, you're giving your family unnecessary confusion on top of their grief. The best way to show your love is to leave no unfinished business.

May 14, 2024

5:30p - 7:30p

City of Sausalito building

Love Letter Workshop

We often think that estate plans are for elites with multigenerational wealth, however, an estate plan is ultimately about a legacy for your family. Estate plans don't need to be complicated, and by not communicating your hopes and desires, you're giving your family unnecessary confusion on top of their grief. The best way to show your love is to leave no unfinished business.

January 31, 2023

11:00a - 12:00p

Zoom link will be shared upon registration

Event Registration

Will you be able to attend this event?