February- Virtual Wine Tasting (Online)
Emerald Wealth is excited to bring an exclusive, online wine tasting to our clients.
March- Savvy Women, Smart Investors (Online)
April- Sustainable Investing (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.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org.