Legislation Low-Down: How Prop 19 Affects You and Your Client Community Come to our upcoming lunch and learn and explore how Prop 19 affects you and your community! Our guest speaker from the County Tax Assessor's Office will discuss property tax portability, crucial for financial planning. Enjoy slices of Crust's premium pizza on us while…
Retirement Lifestyle Workshop: Planning for Tomorrow's Care and Financing Don’t let your future plans develop by chance! Join our workshop with experts on Medicare, in-home care, and Home Equity Conversion Mortgages to learn what to expect when it comes to health in retirement and how to finance your future needs. Design a retirement lifestyle you…
RWM Happy Hour at Haggo's Organic Taco Let's start 2024 with a bang! Join us as we kick off the new year the right way with drinks, appetizers, and most importantly - great company! There's limited capacity so make sure you secure your spot on the list before 1/16. Can't wait to see you there!…
