Calender of Events

 Upcoming Events

December 2008

The office will be closed December 25 and 26  to celebrate the holidays

January 2009

The office will be closed January 1 to celebrate the new year.

February 2009

February 5: Financial Wellness Information Session at the Creekside Inn Palo Alto

February 2009: Clients and Friends event information coming soon*

April 2009

April 2009: Clients and Friends event information coming soon*

June 2009

June 10, 2009: Brian Wong speaking about teaching your children about money and financial planning at Foster City Mother’s Club. Check out their website: http://www.fostercitymothersclub.org/

Clients and Friends event information coming soon*

* If you are interested in attending Brian Clients' and their Friend's Events please contact Jessica at (650) 349-2274 ext 104 for more information.

2008 Events

June 2008

Saturday, June 7, 2008: Client and Friends Cocktail Party at Bourbon and Branch. Check out their website: http://www.bourbonandbranch.com/

Thursday, June 19, 2008: Brian Wong speaking with Alene M. Frankel about Special Needs Trusts and Financial Planning at Wings Learning Center. Check out their website: http://www.wingslearningcenter.org/

July 2008

Sunday, July 18, 2008: New Song Church: Brian will be speaking to the Hannah's Haven group about Special Needs Planning and Education Funding. Check out their website: http://www.hannahshaven.org/
 
August 2008
 
Saturday, August 2, 2008: Client Appreciation Event Murder Mystery Dinner at Kulteos restaurant in Burlingame. Check out their website: http://www.kuletostrattoria.com/
 
September 2008
 
Wednesday, September 10, 2008: Brian Wong speaking about teaching your children about money and financial planning at Foster City Mother’s Club. Check out their website: http://www.fostercitymothersclub.org/
 
Tuesday, September 23, 2008: Clients and their Friends Golf Clinic at Poplar Creek Golf Course. Check out their website: http://www.poplarcreekgolf.com/
 

October 2008

Saturday, October 25, 2008: Clients and their Friends Dinner Party at 321 Ellsworth Restaurant. Check out their website: http://www.231ellsworth.com/
 
 November 2008
 
Thursday, November 20, 2008: Clients and their Friends Wine Tasting at 750ML wine bar. Check out their website: http://www.750ml-sanmateo.com/Home.htm