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Events & Insights

Financial education workshops, community events, and industry insights to keep you informed and empowered.

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Upcoming Events

California Tax and Portfolio Diversification Seminar flyer
Upcoming

California — Tax & Portfolio Diversification Seminar

📅 Saturday, August 8, 2026 · 1:30–3:30 PM PT 📍 Northside Library, Santa Clara, CA
Sacramento Financial Literacy Seminar flyer
Upcoming

Sacramento — Financial Literacy Seminar

📅 Sunday, August 9, 2026 · 11:30 AM–1:00 PM 📍 Matilija Poppy Way, Rancho Cordova, CA
Boston Financial Literacy Seminar flyer
Upcoming

Boston — Financial Literacy Seminar

📅 Saturday, August 15, 2026 · 3:45–5:00 PM 📍 267 Boston Rd #9, North Billerica, MA
Look Back

Past Events

Chandler Arizona Financial Literacy Seminar and Business Opportunity flyer
Past

Chandler, AZ — Financial Literacy Seminar & Business Opportunity

📅 August 1–2, 2026 📍 Venture X Chandler, Chandler, AZ
Convention of Champions 2026 speaking engagement flyer
Past · Speaking Engagement

The Convention of Champions 2026

📅 July 13–16, 2026 📍 MGM Grand, Las Vegas, NV
Live Training on Product Approach flyer
Past

Live Training: Product Approach (Zoom)

📅 Thursday, July 9, 2026 · 6 PM PT / 8 PM CT / 9 PM ET 💻 Online — Zoom
Raleigh Financial Literacy Seminar flyer
Past

Raleigh — Financial Literacy Seminar

📅 May 9–10, 2026 📍 Glen Clova Dr, Raleigh, NC
Silicon Valley Central Park Library Financial Literacy Seminar flyer
Past

Silicon Valley — Central Park Library Seminar

📅 Saturday, May 9, 2026 📍 Central Park Library, Santa Clara, CA
Silicon Valley Courtyard by Marriott Milpitas Financial Literacy Seminar flyer
Past

Silicon Valley — Courtyard by Marriott Milpitas

📅 Saturday, May 2, 2026 📍 Milpitas, CA
Silicon Valley Hampton Inn Sunnyvale Financial Literacy Seminar flyer
Past

Silicon Valley — Hampton Inn & Suites Sunnyvale

📅 Saturday, March 28, 2026 📍 Sunnyvale, CA
Dallas Financial Literacy Seminar flyer
Past

Dallas — Financial Literacy Seminar

📅 Sunday, March 22, 2026 📍 Hampton Inn & Suites, The Colony, TX
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