Whether it’s providing financial and investor education, or discussing timely topics and popular pursuits, we are dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our email invitation list and keep you apprised of all our scheduled events – virtual and in person.
More events are on the way! Check back soon for more information.
September 4, 2022
1:00p - 3:00p
Villas Fashion Island
You are invited to a special Client Appreciation Labor Day Weekend Community BBQ at the Villas Fashion Island in Newport Beach, CA! DATE: Sunday 9/4/22 TIME: 1-3 pm Please come join us in person for a delicious grilled meal prepared and served outdoors on the property by the Chefs of Villas Fashion Island. This is an informal private social event for our Concierge Clients and space is limited, so please RSVP on or before Monday 8/29/22. Hope to see you there!
November 21, 2020
12:00p - 1:00p
You are invited to a very special live, informal and interactive Thanksgiving Brunch. Please bring your favorite Thanksgiving brunch food, general investment questions and a description of something you are especially thankful for, and plan to join us on Zoom as we gather together with old and new friends for an informal one hour discussion of gratitude and investor Q&A over brunch.
October 29, 2020
6:30p - 8:00p
You are invited to a live and interactive Halloween Costume Party hosted by Chris Browning and Tamara Kirkland of Masters Advisory Partners. Bring your favorite food and beverages and come dressed in costume on Zoom for a purely social and scary fun evening full of laughs, games and surprises.
September 5, 2020
11:00a - 11:30p
Please join us Labor Day weekend on Saturday 9/5/2020 from 11-11:30 am (PDT) for a special livestream edition of “Q&A with C&T: Session 3” as we grill steaks and answer general Estate Planning questions
August 20, 2020
6:00p - 7:30p
Join us for an exclusive, live and interactive virtual wine tasting and investment pairing event.
August 1, 2020
11:00a - 11:30a
5 Smart Investing Principles You Can Use Now