| Date | Event | Venue |
|---|---|---|
| 18 Jul 2025 | Investment Basics - Stocks Bonds and Mutual Funds | MCRD San Diego |
| 25 Jun 2025 | Stay Compliant in California HR & Employment Law Essentials for Small Biz | Foley & Lardner LLP, San Diego |
| 27 Aug 2025 | Becoming a "Successful" Investor - Strategies & Techniques | MCRD San Diego |
| 19 Sep 2025 | Rental Property Ownership as an Investment | MCRD San Diego |
| 14 Nov 2025 | Preparing for Retirement Using Tax Efficient Investments | MCRD San Diego |
| 24 Oct 2025 | Financial Freedom - How to Develop a Roadmap to Financial Success | MCRD San Diego |
| 18 Jul 2025 | 10th Annual USD School of Law RJS LAW Tax Institute. | Joan B. Kroc Institute for Peace and Justice, San Diego |
| 17 Dec 2025 | Tax Planning How to Reduce Your Taxes & Increase Your Refunds | MCRD San Diego |
| 18 Sep 2025 | negozee national conference | Grand Hyatt San Diego |
| 23 Jun 2025 | Tax Essentials What You Need to Know (and Avoid) | Mission Valley Branch Library, San Diego |
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