We’re hosting a fun and experienced group of real estate agents, attorneys, tax preparers, financial advisors, and other affiliated professionals at our offices in Berkeley. This is a great opportunity to build your professional network and learn where our businesses and referrals might overlap.
What is your personal legacy? We believe that it is comprised of both financial assets and your personal history, vision and values. Join us for an informative seminar on how to plan your legacy.
We’re proud to be one of the sponsors of this year’s Chocolate and Chalk Art Festival.
We’re hosting a fun and experienced group of professionals at our offices in Berkeley. If you’re a local professional wanting to expand your network, join us for breakfast on August 8
Bike to work day is on May 10. Pump up those tires, put on your helmet and ride on over. Visit our Energizer Station to get your free Bike to Work Day bag.
Thursday, January 25 – 5:30 – 7:30 p.m.
You’re invited to the opening reception for Gesture featuring selected works by Leigh Wells, Diane Abt, and Jessica Williams. There will be great art, good conversation, and delicious food and wine.