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Upcoming Dates

Event

January Retiree Payday

Event

Tax Planning Strategies for the Intermediate to Advanced Tax Payer (Online)

Course Information

Location: Online Webinar

Instructor Bio:

Keith Dorney, CFP® has been an instructor with Financial Knowledge since the year 2000. Conducting personal finance seminars is a natural extension of his previous career helping NFL players with financial planning. His years of experience and engaging smile make his classes truly enjoyable.  

How to Register:

Event

Washington’s Birthday – Office Closed

Board Meeting

2020 February Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

Event

How to Choose Financial Professionals

Course Information

Location: 455 County Center, Room 101 – Redwood City, CA

Instructor Bio:

Andrea Roland, CFP® has been in the financial services industry for nearly 20 years. Originally from New Zealand, her world experiences and zest for life make for an engaging and entertaining class experience.

How to Register:

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