Broker Check


Our firm philosophy includes self growth through education. We want to extend our philosophy to our broader community as an opportunity to share our learning experiences. Our events calendar will have ongoing topics that should spark your interest! If you have an idea for a topic don't hesitate to send us an e-mail and we will see if we can find a professional to speak on the topic.

Upcoming Events

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

Past Events

June 2, 2022

1:00p - 2:00p

Special Tax Credits and Incentives

This month's presentation will be focused on strategies to reduce your taxes. This presentation is for a commercial builder, developer, real estate investor, business owner, executive, or anyone looking to reduce their taxes.

April 25, 2022

2:00p - 3:00p

Waldron Partners Zoom Event

March 30, 2022

2:00p - 3:00p

Zoom Presentation

Exploring CalSavers

Please join us for this month's zoom call, hosted by Christopher McDavid, Regional Vice President at John Hancock.

Event Registration