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!
Getting Financially Fit Part 1 – Virtual discussion with Leslie Geller
In this Part 1 of a virtual series for women focused on on taking control in an uncertain environment, we speak with Capital Group Wealth Strategist, Leslie Geller.
Summary of Discussion with Capital Group’s, Kent Chan
Recap of April 13th webinar with Capital Group’s Kent Chan, discussing COVID-19 and it’s implications for the global financial markets and economic growth.
Sacramento Estate Planning Council – 2020 Estate Planning Forum
HoyleCohen Sacramento sponsors and attends the 2020 Estate Planning Forum hosted by The Sacramento Estate Planning Council (SEPC)
Come enjoy Happy Hour with the San Diego team
Come welcome in the new year with the San Diego HoyleCohen team at Cutwater Restaurant & Bar.
2019 HoyleCohen Jingle & Mingle
Team HC Decks the Halls!! On December 11, 2019 we transformed the San Diego HoyleCohen office space into a festive holiday marketplace hosting clients, friends and associates for an evening of shopping items from various local vendors while enjoying some scrumptious...
The Sacramento HoyleCohen team invites you to our Client Appreciation Luncheon
SAVE THE DATE! December 4th, 2019 11:30-2:30 HoyleCohen Sacramento Offices 1425 River Park Dr., Suite 110 Sacramento, CA 95815 Please join us for some yummy appetizers, drinks, desserts, & a chance to mingle and connect. We are...
The San Diego HoyleCohen team invites you to come Jingle & Mingle
Please join us for some holiday cheer and chance to shop and connect! We will be transforming our San Diego office space into a festive market place. We will welcome clients, friends and associates to join us for an evening of shopping items from various local...
Medicare Open Enrollment Period (OEP) Workshop
Tuesday October 29th 3:00 to 4:30 pm at HoyleCohen San Diego. Medicare Educational Event
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