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Current Events

There are no new events at this time! Check back later for more.

Past Events

Special Tax Credits and Incentives

  • 1:00p - 2:00p | June 2, 2022
  • 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.

Long-term Care

  • 2:00p - 3:00p | April 25, 2022
  • Waldron Partners Zoom event

Exploring CalSavers

  • 2:00p - 3:00p | March 30, 2022
  • Please join us for this month's zoom call, hosted by Christopher McDavid, Regional Vice President at John Hancock.