Workshops

North Berkeley Investment Partners hosts informative workshops for our clients and community. We discuss a wide range of topics and workshops are designed to provide detailed, timely and impactful content.

Upcoming Workshops


Past Workshops


  • Tuesday, November 3, 2015
    Social Issues in Investing
    Understanding Socially Responsible Investing
  • July 7, 2015
    Social Security Planning
    Intelligent Analysis of your Benefit Options, and How it Integrates with Your Other Income Sources
  • May 5, 2015
    Estate Planning
    Everything you ever wanted to know about settling an estate but were afraid to ask!
  • March 2014
    Profitability and Continuity
    The Next Stage for Your Business
  • February 2014
    Create a Personal Legacy