WEALTH MANAGEMENT EVENTS & PROGRAMS
Calendar of Events
Each year, HoyleCohen sponsors and/or participates in a wide variety of business, educational, networking, fund-raising and other types of community-oriented wealth management events.
Learn more about our upcoming events and those that have already taken place. We hope to see you at a HoyleCohen event soon!
NEXGEN – Lunch & Learn – First Time Homebuyer Mortgage Planning Case Studies
May 30, 2019 NEXGEN Lunch & Learn. First time home buyer case studies – Headed by Certified Mortgage Planning Specialist, Sarah Lindsey of Synergy One Lending. Focused on first time home buyers’ mortgage options.
A Special Workshop for Biotech Executives and Life Science Entrepreneurs
Thursday, June 6, 2019 at 8:00 am at the Southern California Institute. “Top 5 Mistakes to Avoid Before a Liquidity Event” – In this one-hour workshop, we’ll get to the point fast with clear, simple examples that make sense…
HoyleCohen Summer Fun Event 2017!
This summer HoyleCohen had some fun in the sun, San Diego style! The firm went to Paradise Point Resort for the annual summer fun event. The firm and our families enjoyed lunch, games and all sorts…
HoyleCohen’s Jingle & Mingle Event
On December 9, 2015 HoyleCohen Women’s Initiative was happy to host “Jingle & Mingle” our annual Holiday event, every year the event highlights a non profit.
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