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
APRIL
04/09 Taco-About It Tuesday
Come socialize and spice up your Tuesday with great conversations, tacos, and refreshing margaritas.
5:30 PM – 6:30 PM In Person*
04/10 Webinar Wednesday: Roth IRA’s - Tax Free is always better than Taxable!
An intro guide into Roth IRA’s.
4:30 PM – 5:00 PM via Zoom
Presented by Grant Moulton
04/17 Webinar Wednesday: Everplans 101 - Let’s do this!
Follow up on our Everplans Introduction
4:30 PM – 5:00 PM via Zoom
Presented by Danielle Blunt & Carrie Botana
04/26 Coffee Club
8:00 AM Socializing and Coffee – In Person*
8:30 AM – 9:00 AM Presentation – In Person* and via Zoom
9:00 AM – 9:30 AM Wrap Up and Socializing – In Person*
MAY
05/14 A Very Special Taco-About It Tuesday
Margarita & Salsa Event
We are bringing back the very fun salsa making competition and enjoy margaritas with our tacos too!
5:30 PM – 7:30 PM In Person*
05/22 Webinar: Life Lessons Series: Resume Tips & Best Practices for the Newly Graduated
Do you know someone who is graduating this year?! Learn how to build an effective resume and interview tips for boosting your confidence to stand out to potential employers.
4:30 PM – 5:00 PM via Zoom
Presented by Carrie Botana
05/27 Memorial Day – OFFICE CLOSED
05/29 Hello College! 529 & Ice Cream
To celebrate 5/29 day, we will host an introduction on some of the most popular college planning tools for both Parents & Grandparents including the 529 plan!
4:00 PM – 5:30 PM In Person*
Presented by Danielle Blunt
05/31 Coffee Club
8:00 AM Socializing and Coffee – In Person*
8:30 AM – 9:00 AM Presentation – In Person* and via Zoom
9:00 AM – 9:30 AM Wrap Up and Socializing – In Person*
JUNE
06/11 Taco-About It Tuesday
Come socialize and spice up your Tuesday with great conversations, tacos, and refreshing margaritas.
5:30 PM – 6:30 PM In Person*
06/12 Webinar Wednesday: Live Long and Thriving
Join us for an interactive webinar offering tips and strategies to enhance your well-being for a longer and healthier life!
4:30 PM – 5:00 PM via Zoom
Presented by Grant Moulton
06/19 Juneteenth – OFFICE CLOSED
06/22 Summer BBQ
Once again, it’s our annual BWS BBQ!! Join us for some delicious BBQ, fun, games, and much more!
11:00 AM – 3:00 PM In person*
Yorba Regional Park
06/28 Coffee Club
8:00 AM Socializing and Coffee – In Person*
8:30 AM – 9:00 AM Presentation – In Person* and via Zoom
9:00 AM – 9:30 AM Wrap Up and Socializing – In Person*
JULY
07/04 4th of July – OFFICE CLOSED
07/09 Taco-About It Tuesday
Come socialize and spice up your Tuesday with great conversations, tacos, and refreshing margaritas.
5:30 PM – 6:30 PM In Person*
07/17 Webinar Wednesday: Life Lessons Series – Credit Score
Explore how credit scores work and what you can do to improve your score and build your financial literacy.
4:30 PM – 5:00 PM via Zoom
Presented by Carrie Botana
07/24 Mid-Year Market Outlook
Come join our Mid-Year Market Outlook to gain valuable insights into current market trends and the current state of the economy.
4:30 PM – 6:00 PM In Person* and via Zoom
Presented by Danielle Blunt
07/26 Coffee Club
8:00 AM Socializing and Coffee – In Person*
8:30 AM – 9:00 AM Presentation – In Person* and via Zoom
9:00 AM – 9:30 AM Wrap Up and Socializing – In Person*
AUGUST
08/13 Taco-About It Tuesday
Come socialize and spice up your Tuesday with great conversations, tacos, and refreshing margaritas.
5:30 PM – 6:30 PM In Person*
08/14 Living Longer – Long Term Care Seminar
Explore strategies for managing long-term care needs and living longer
4:30 PM – 5:30 PM In Person*
Presented by Grant Moulton
08/28 Webinar Wednesday: Social Security
Join our webinar to gain valuable information and guidance on navigating Social Security
4:30 PM – 5:00 PM via Zoom
Presented by Danielle Blunt
08/30 Coffee Club
8:00 AM Socializing and Coffee – In Person*
8:30 AM – 9:00 AM Presentation – In Person* and via Zoom
9:00 AM – 9:30 AM Wrap Up and Socializing – In Person*
*In Person events held in the BWS Conference Room – exception Summer BBQ
To RSVP for events... Please use the QR Code to visit our website
