Upcoming Events

February 21, 2024

3:00p - 4:00p

Zoom room

April 20, 2024

10:00a - 12:00p

Thornwood Plaza

Past Events

September 20, 2023

11:45a - 1:30p

Pruneyard Conference Center

April 8, 2023

10:00a - 12:00p

Thornwood Plaza

October 4, 2022

2:00p - 3:00p


Social Security Webinar

Attend an informational meeting about Social Security benefit options and how they may influence your retirement decisions.

July 20, 2022

5:30p - 7:30p

Pruneyard Tower II Conference room

Principles of Long-Term Investing Resilience

A timely seminar on Market Volatility. Lets talk about some principles of Long-Term Investing. Going over strategies that can help you.

June 1, 2022

6:00p - 7:00p

Tax-Smart Strategies for 2022

Click HERE to register, or copy and paste

April 23, 2022

10:00a - 12:00p

Pruneyard Parking Lot (1901 S. Bascom Ave, Campbell CA, 95008)

Drive-Thru Shred Event

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join us for coffee and snacks on Shred Day! Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!

Event Registration