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

Guacamole Making Contest with a side of Margaritas

Tuesday, May 13th 2025

5:30pm - 7:30pm

Fun & Finances

Join us for a fun evening of financial learning. You will also be putting your skills to the test in our Guacamole-Making Contest and topping everything off with margaritas!

This is going to be a fun informative event!! You are welcome to bring a friend or two!!

Location: BWS Activities Room

RSVP 657-261-2496 or tammy.senger@raymondjames.com

Click here to RSVP

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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