woman looking at man as they discuss something

Financial Workshops

Invest in Knowledge!

No matter where you are in life: buying your first car, needing information for your first mortgage, looking to save for your child’s college, or wondering just how much money you’ll need to retire, we're here for you.


Virtual Seminars

At this time, there are no virtual seminars schedule. Please come back or check the monthly newsletter for new events.

* Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRAThis link will trigger a popup message./SIPCThis link will trigger a popup message.. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Click here to view Cetera Investment Services Privacy PolicyThis link will trigger a popup message., other Important InformationThis link will trigger a popup message. and Business Continuity PlanThis link will trigger a popup message.. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com