Events
Explore, Learn, and Grow
Your journey toward growth doesn’t stop with financial planning—it’s just the beginning. This space is designed for curious minds like yours, where learning is ongoing, and meaningful conversations lead to new perspectives.
Here, you’ll find events created to inspire, educate, and empower. Whether you're diving deeper into wealth strategies, exploring personal development, or simply looking for thoughtful discussion, there’s something here for you.
Have a topic in mind that sparks your interest? Don’t hesitate to reach out. Your ideas shape the experience, and there’s always room at the table for new conversations.
This is more than an events calendar. It’s an invitation to connect, to discover, and to grow—on your terms.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 17, 2026
10:00a - 11:00a
Zoom
June 23, 2025
9:30a - 7:30p
Round Hill Country Club
June 2, 2022
1:00p - 2:00p
https://zoom.us/j/6680046648
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.