Take the first step toward reaching your
Financial Goals
Get the information that can help you live a confident retirement.
Attend an Event
Our seminars focus on common financial concerns that individuals and families in the greater Sacramento area face in retirement, like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING SEMINARS:
August 6
Lunch and Learn: Income Planning and Social Security
11:00 am | TBA
September 5
Women & Wealth
6:30 pm | Sutter Street Steakhouse
September 10
Women & Wealth
6:30 pm | Sutter Street Steakhouse
October 8
Lunch and Learn: Medicare and Healthcare
11:00 am | TBA
October 23
Women’s Only Educational Talk and Charcuterie Board Making
6:00 pm | TBA
December 10
Lunch and Learn: Estate and Legacy Planning
11:00 am | Monolith Financial Group Office
Rather Meet
One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.