Broker Check


Upcoming Events

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

Past Events

May 27, 2020

3:00p - 4:00p

Zoom from Your Computer or Phone

In the Know: CalSTRS, CalPERS and Social Security 101

In this exclusive webinar for public school employees, we dive into the basics of the CalSTRS and CalPERS pensions. Also learn about the impact Social Security may have on your pension income.

April 30, 2020

1:00p - 2:00p

The Comfort of Your Home!

The Importance of Having a Long-Term Care Plan

Even before the current market decline, there's one financial planning challenge that extends far beyond your income and assets: longevity. We're excited to team up with our partner, Ash Brokerage, for an informational webinar on the importance of a long-term care plan.

April 22, 2020

4:00p - 5:00p

VDM Happy Hour Series via Zoom

VDM Happy Hour Series presents "CARES Act: Homeowners Edition"

Attention Homeowners! We're excited to team up with Nick Harris, CEO and Mortgage Broker from Lend 18 Corp to give homeowners the scoop on the CARES Act.

April 16, 2020

4:00p - 5:00p

VDM Happy Hour Series via Zoom

VDM Happy Hour Series presents "CARES Act: Small Business Edition"

Join us for a VDM Happy Hour Series event on the CARES Act and economic relief for small businesses. We're teaming up with Ebrada Financial Group to support our small business community during this difficult time. Let us guide you through the process and get through the adversity together.

April 14, 2020

4:00p - 5:00p

VDM Happy Hour Series via Zoom

VDM Happy Hour Series presents "In the Know: CARES Act 2020"

We're excited to host our first VDM Happy Hour Series event! Learn the about the provisions of the CARES Act. We're spreading the word (with proper Social Distancing of course) about how the Act impacts YOU. Cheers!

March 12, 2020

5:30p - 7:00p

Mostra Coffee

ADULTING 101: An Insider's Guide to Financial Literarcy & Homebuying

Join us for an exclusive FREE event of food, Mostra Coffee and Beer while learning everything you need to know about getting ready to buy a home. Seats are limited; RSVP today!

March 5, 2020

5:30p - 7:30p

PrimeLending Office

What Happens Next?: Planning for the "When" not the "What If"

Our educational workshop will cover general information about the importance of a strong wealth protection plan through estate planning and life insurance. How confident are you that your family will have the financial stability they need if you died unexpectedly? Seats are limited; register today!

Event Registration