Our upcoming events are always greatly anticipated

Meeting with our team outside the office is a cherished tradition among our clients. We hope you can join us at one of our upcoming events. Most of our events (unless noted) are open to all of our BWS family, friends and the public. We have a convenient RSVP form so you can let us know you’ll be joining us. We’ll make sure we save you a place.

Staying Connected – Upcoming Events

Annual Summer BBQ - "Tailgate Party"

Saturday, June 28th, 2025

11 a.m. – 3 p.m.

Bring your family & friends to enjoy a day of food, fun and games to kickoff your summer! Come dressed in your favorite team's gear.

Location: Yorba Regional Park
Shelter #1
Parking $5

RSVP by 6/20/2025

Monthly Coffee Club

The last Friday of every month (except November and December)
In-person and Zoom will be held at the same time.

8 a.m. – 9:15 am

Enjoy coffee and doughnuts on us as we have a brief presentation on current events in the market and economy followed by an informal discussion.

Location: BWS Office – 2601 Saturn St., Suite 100, Brea, CA 92821

RSVP for the in-person Coffee Club
RSVP for the zoom Coffee Club. We will email you the link when we receive your RSVP.

 

Check out our past events
Simple and Elegant Wealth Management

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