Client Events

We love spending time with our clients and the people they care about. Many of our events focus on educating people in an approachable and valuable way. In addition to educational events, we love spending time with our clients through charitable events that help our community.

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Upcoming Events

Jun
11

Deep Roots: Taking Your Genealogy Research to the Next Level

06/11/2026
1:30 pm PST
Meikle Office
Learn More
Jul
23

Cuddle Bags

07/23/2026
9:00 am PST
Meikle Office
Learn More
Jul
31

Wellness Seminar

07/31/2026
10:00 am PST
Meikle Office
Learn More
Sep
18

Income Tax Fundamentals

09/18/2026
10:00 am PST
Meikle Office
Learn More
Oct
09

Medicare & Social Security Seminar

10/9/2026
10:00 am PST
Meikle Office
Learn More
Nov
03

Smart Travel Seminar

11/3/2026
10:00 am PST
Meikle Office
Learn More

Lesley Douglas, Kristina Hawkins, Alena Winger, Tyson Murray, PA-C & Josh White are neither affiliated with CWM, LLC nor Cetera Advisor Networks LLC. Any information provided by Lesley Douglas, Kristina Hawkins, Alena Winger, Tyson Murray, PA-C & Josh White are in no way related to Cetera Advisor Networks LLC or its registered representatives.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with, Cetera Advisor Networks LLC, CWM, LLC or their affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, ore approved by Cetera Advisory Networks LLC, or CWM, LLC.

Social Security Administration Speaker / Information This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax or legal professional.

Past Events

May
07

Wills & Trust

05/7/2026
1:00 pm PST
Meikle Office
Details
Apr
17

Range Day

04/17/2026
9:00 am PST
Meikle Office
Details
Dec
13

Feed the Homeless – The Andre House

12/13/2025
Details
Nov
13

Travel Smart – Your Adventure Toolkit

11/13/2025
Details
Oct
18

Medicare & Social Security Seminar

10/18/2025
Details
Aug
17

Wellness Seminar

08/17/2025
Details