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Events Dishing wealth management advice on a monthly basis.
Stay in the know! Join us for our educational sessions, held the first week of each month, to discuss everything from taxes to divorce. Get expert advice on they key dos and don’ts for your financial planning and wealth management.
Events Calendar
View our events around the North Bay in the calendar below.
*Or, scroll through a list of our events.
Key
- S = Sonoma sessions, N = Napa sessions, O = Oakmont sessions
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How to Register for an Event
To register for one of our sessions, please email Lillian@meyersfinancial.com and provide the following information:
- Your Name
- Your Phone Number
- Which Session You'll Be Attending
- How Many Will Be Attending
About Our Sessions
- Sessions are complimentary to attend, and lunch is provided from the menu at all locations!
- Space is limited to 10 people per session, so make sure to reserve your seat early by RSVPing.
- Events are usually held at:
- Carneros Bistro & Wine Bar, Sonoma
- Quail Inn Restaurant, Oakmont
- The Grill at Silverado Resort, Napa
"Be A Friend - Bring A Friend"
Mark your calendar with our educational sessions each month, and why not invite a friend along too? Lunch is provided - it's complimentary and there is no charge make your reservation. Please note space is limited to the first 10.
Events List
(Below are the same events listed in the Google calendar above.)
February |
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February 16, Thursday 12-1:30PM "Basic Estate Planning: Dos and Don'ts" - NOT AVAILABLE Hosted at The Grill at Silverado Resort, Napa. Lunch provided! |
February 23, Thursday 12-1:30PM "Basic Estate Planning: Dos and Don'ts" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! | |
March |
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March 6, Tuesday 12-1:30PM "Advanced Estate Planning" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
March 13, Tuesday 12-1:30PM "Advanced Estate Planning" Hosted at The Grill at Silverado Resort, Napa. Lunch provided! | |
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March 15, Thursday 12-1:30PM "Advanced Estate Planning" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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April |
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April 5, Thursday 12-1:30PM "Annuities: Dos and Don'ts" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
April 12, Thursday 12-1:30PM "Annuities: Dos and Don'ts" Hosted at The Grill at Silverado Resort, Napa. Lunch provided! | |
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April 19, Thursday 12-1:30PM "Annuities: Dos and Don'ts" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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May |
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May 3, Thursday 12-1:30PM "Retirement & Lifestyles Session" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
May 10, Thursday 12-1:30PM "Retirement & Lifestyles Session" Hosted at The Grill at Silverado Resort, Napa. Lunch provided! | |
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May 17, Thursday 12-1:30PM "Retirement & Lifestyles Session" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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June |
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June 7, Thursday 12-1:30PM "Financial Planning: Dos and Don'ts" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
June 14, Thursday 12-1:30PM "Financial Planning: Dos and Don'ts" Hosted at The Grill at Silverado Resort, Napa. Lunch provided! | |
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June 21, Thursday 12-1:30PM "Financial Planning: Dos and Don'ts" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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July |
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July 12, Thursday 12-1:30PM "College Planning: Dos and Dont's" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
July 19, Thursday 12-1:30PM "College Planning: Dos and Dont's" Hosted at The Grill at Silverado Resort, Napa. Lunch provided! | |
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July 26, Thursday 12-1:30PM "College Planning: Dos and Dont's" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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August |
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August 2, Thursday 12-1:30PM "Investment Options Session" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
August 9, Thursday 12-1:30PM "Investment Options Session" Hosted at The Grill at Silverado Resort, Napa. Lunch provided! | |
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August 16, Thursday 12-1:30PM "Investment Options Session" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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September |
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Sept. 6, Thursday 12-1:30PM "Social Security: Dos and Don'ts" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
Sept. 13, Thursday 12-1:30PM "Social Security: Dos and Don'ts" Hosted at The Grill at Silverado Resort, Napa. Lunch provided! | |
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Sept. 20, Thursday 12:-1:30PM "Social Security: Dos and Don'ts" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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October |
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October 4, Thursday 1-2:30PM "Medicare Education Session" Hosted at Sonoma Bank, Sonoma. Snacks provided! |
October 10, Wednesday 1-2:30PM "Medicare Education Session" Hosted at Napa Chamber, Napa. Snacks provided! | |
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October 11, Thursday 1-2:30PM "Medicare Education Session" Hosted at Quail Inn Restaurant, Oakmont. Snacks provided! |
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November |
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November 1, Thursday 12-1:30PM "Special Needs Session" Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! |
November 8, Thursday 12-1:30PM "Special Needs Session" Host The Grill at Silverado Resort, Napa. Lunch provided! | |
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November 15, Thursday 12-1:30PM "Special Needs Session" Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
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December |
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Dec. 4, Tuesday 12-1:30PM "Life Insurance" Peace of Mind Hosted at The Grill at Silverado Resort, Napa. Lunch provided! |
Dec. 6, Thursday 12-1:30PM "Life Insurance" Peace of Mind Hosted at Carneros Bistro & Wine Bar, Sonoma. Lunch provided! | |
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Dec. 11, Tuesday 12-1:30PM "Life Insurance" Peace of Mind Hosted at Quail Inn Restaurant, Oakmont. Lunch provided! |
Coming Up!
Join
us for our next wealth management session on "Estate Planning: Dos and Don'ts." February 23, 2012 from 12:00-1:30pm. Oakmont, CA. Lunch provided!
Meyers Financial supports Chemo Caps for Kids,
a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.
"Great minds discuss ideas; Average minds discuss events; Small minds discuss people."
- Eleanor Roosevelt
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