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