Client Education and Appreciation Events

Workshops

Ecomomic Summit

Wednesday, May 20, 2009 • 6 to 8:00 pm • Gordon Biersch Mission Valley

With continued volatile market environment and the new administration still settling in many changes are taking place.  Change is happening rapidly in the economy, tax and estate planning.  We hpe you will plan on joining us for  anight if ideas and information.

2009 Client Appreciation Party

June 2009

You won't want to miss this one!  Mark your calendar NOW and look for more information in early 2009.

 Protect yourself from Identity Theft

August 2009 • 6 to 8:00 pm • Gordon Biersch Mission Valley

According to the FBI- Intentity Theft is the fastest growing white collar crime in the United States.  With every advanced in technology, it seems there are those who will quickly find a way to put it to use for their own unlawful gain.  April Langwell with the FBI's San Diego field office will share helpful strategies to prevent this from happening to you.  Exact date to be determined soon.