Client Events

Upcoming Events

These events offer clients an enjoyable social experience and a relaxed venue to introduce their friends and colleagues who could benefit from knowing more about our services.

To learn more about all upcoming events, please contact Kevin Whitten at 626.795.6874 Extension 2.

Past Events

CalTech Seminar 2012

Client Education Breakfast at CalTech
Saturday, Janurary 28, 2012

Each year clients and their guests enjoy breakfast at Cal Tech while they hear the very latest from experts on a broad range of fascinating, life-enhancing topics beyond just the economy and markets.

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Client Appreciation Dinner 2011

Bistro 45 Restaurant, Pasadena Saturday, October 15, 2011 One of the “Top 30 Restaurants in Southern California, 1994-2009,”

Client Education Breakfast at Cal Tech January 22, 2011 Each year clients and their guests enjoy breakfast at Cal Tech while they hear the very latest from experts on a broad range of fascinating, life-enhancing topics beyond just the economy and markets.