Broker Check


Whether it’s providing financial and investor education, or discussing timely topics and popular pursuits, we are dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our email invitation list and keep you apprised of all our scheduled events – virtual and in person.

Upcoming Events

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

Past Events

September 5, 2020

11:00a - 11:30p


Special Live Online BBQ Edition of Q&A with C&T: Session #3

Please join us Labor Day weekend on Saturday 9/5/2020 from 11-11:30 am (PDT) for a special livestream edition of “Q&A with C&T: Session 3” as we grill steaks and answer general Estate Planning questions

August 20, 2020

6:00p - 7:30p


Wine and Investment Pairing Event

Join us for an exclusive, live and interactive virtual wine tasting and investment pairing event.

August 1, 2020

11:00a - 11:30a


Q&A with C&T: Session #2

5 Smart Investing Principles You Can Use Now

Event Registration