Events

Past Events

6/8/17
What makes a wine collectible? A small event for clients in conjunction with Bonhams US Fine Wine

5/18/17
Women's Circle - San Francisco: Estate Planning Beyond the Basics

5/10/17
Women's Circle - East Bay: Estate Planning Beyond the Basics

2/1/17
Women's Circle - San Francisco: Personal Financial Policies

1/26/17
Women's Circle - East Bay: Personal Financial Policies

11/30/16
Women's Circle - East Bay: Giving - and Receiving - with Grace

11/09/2016 
Women's Circle - San Francisco: Giving - and Receiving - with Grace

09/29/2016
Women's Circle - East Bay: The Big 5 Safety Nets that are not Insurance

09/15/2016
Women's Circle - San Francisco: The Big 5 Safety Nets that are not Insurance

08/13/2016 
Shred Day - 8:30 am to 11:30 am at either office location! 

06/09/2016
Women's Circle - San Francisco: Financial Balance and Partnership

05/24/2016
Speaking Event - Sharon Meers, Author of Getting to 50/50

05/12/2016
Women's Circle - East Bay: Money Messages from Mom

03/08/2016
Women's Circle - East Bay: Addressing the Fear of Losing Your Financial Independence

02/25/2016
Women's Circle - San Francisco: Addressing the Fear of Losing Your Financial Independence

09/30/2015
Speaking Event - Ruth Ross, Reflections and Recalculations: Finding Life and Career Fulfillment
[Video Available]

07/13/2015
2015 Market Call
[Recording Available]

06/16/2015
Women's Circle - East Bay: The Financial Wheel of Life

05/12/2015
Women's Circle - San Francisco: The Financial Wheel of Life

03/28/2015
Women's Circle - East Bay: Money, the Big Green Gremlin

03/17/2015
Women's Circle - San Francisco: Money, the Big Green Gremlin

02/25/2015
Navigating the Mosaic of Taxes, Trusts and Portfolio Allocation
[Recording Available]

02/10/2015
Women's Circle - East Bay: Financial Yoga: Stretching yourself to find peace in the midst of imperfection

01/27/2015
Women's Circle - San Francisco: Financial Yoga: Stretching yourself to find peace in the midst of imperfection

12/11/2014
December Webcast: Multi-Generational Estate Planning

11/18/2014
Women’s Circle – East Bay

11/13/2014
November Webcast: Property & Casualty Insurance
[Recording Available]