Upcoming Events

Retirement Essentials Workshops

Everything You Ever Wanted to Know About Medicare & Social Security But Were Afraid (Didn't Know) Who to Ask!

This Workshop series is for those who are considering social security or enrolling in Medicare AND those who may have filed, yet don't fully understand.


Danville Library - Mount Diablo Room

400 Front Street,  Danville, CA

Tuesday, August 15th                        Saturday, August 19th

     6:30pm-8:30pm                               10:00am-12:00pm 


San Ramon Community Center - Alcosta Room

12501 Alcosta Blvd.,  San Ramon, CA  

Tuesday, August 22nd                     Saturday, August 26th

         6:30pm-8:30pm                         10:00am-12:00pm (noon)

RSVP REQUIRED

CALL or EMAIL Dianne

(925) 855-4300

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About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

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About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

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Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630
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