(800) 321-9123

COSTA MESA CLIENT SEMINAR
 
Join us for lunch to hear financial planning, investment, estate planning, and tax updates, and most importantly, spend time together. As always, there will be plenty of time to socialize and ask questions during the seminar.
 
WHEN:

Wednesday, August 10th

11:00 AM - 2:00 PM
 
WHERE:

Maggiano’s South Coast Plaza
 
3333 Bristol St.
Costa Mesa, CA 92626

AGENDA:

11:00 AM - Registration
11:30 AM - Presentations
12:30 PM - Lunch and Conversations
2:00 PM - Sessions Conclude

We look forward to seeing you!

Please note: Due to the rapidly-changing COVID environment, please keep an eye out for updates and know we will be following the latest CDC guidelines in the area.

HAVE QUESTIONS OR PREFER TO RSVP BY PHONE OR EMAIL? 

Please contact Shannon Bourque at shannon.bourque@raa.com or (800) 321-9123.

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