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Upcoming Events

Join us for one of our monthly events!

February- Virtual Wine Tasting (Online)

Emerald Wealth is excited to bring an exclusive, online wine tasting to our clients.

April- Savvy Women, Smart Investors (Online) 


May- Shred Event in Arizona (In Person*)

June- Estate Planning with an Estate Attorney (Online)

July- Cyber Security & Staying Safe Online (Online)

August- Client Appreciation Event in California (In Person*)

September- Life Insurance Awareness Month (Online)

October- Social Security & Medicare with a Medicare Benefit Consultant (Online)

November- Charitable Giving (Online)

December- Year-End Planning & Taxes (Online)

*In person events subject to cancellation based on CDC guidelines. 

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.,