Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 25, 2022
12:00p - 1:00p
Virtual Event
February 25, 2022
12:00p - 1:00p
Virtual Event
January 28, 2022
12:00p - 1:00p
Virtual Event
ASK Marilyn
To register for Long-term Perspective on Markets and Economies with Christopher Lanzafame, Sr. VP at American Funds, you may do so below or call Rachael at 925-219-0080 or email rachael.curtis@diamondgroupwealthadvisors.com.
October 12, 2021
12:00p - 12:30p
Online Masterclass
MasterCLASS | Impact
Lesson 5: Create Your Legacy
September 28, 2021
12:00p - 12:30p
Online Masterclass
MasterCLASS | Preserve
Lesson 4: Manage Your Risk
September 14, 2021
12:00p - 12:30p
Online Masterclass
MasterCLass | Build
Lesson 3: Build
August 24, 2021
12:00p - 12:30p
Online Masterclass
MasterCLASS | Plan
Lesson 2: Plan
August 10, 2021
12:00p - 12:30p
Online Masterclass
MasterCLASS | Discover
Lesson 1: Discover
June 1, 2021
11:30a - 12:00p
Online Masterclass
MasterCLASS | Impact
Lesson 5: Create Your Legacy
May 5, 2021
11:00a - 11:30a
Online Masterclass
MasterCLASS | Preserve
Lesson 4: Preserve
April 21, 2021
4:30p - 6:00p
Virtual Event
Savvy Women Spring Summit
Meet 3 inspiring women who will share their message on leadership and empowerment to the Savvy Women Community. Connect with Sharon Burstein, Motivational Speaker & Leadership Consultant; Michele Gooch, Transition Guru & Founder of LIFE by Design; Hon. Catharine Baker, California State Assemblymember, 16th District (ret.) & Vice Chair, CA Fair Political Practices Commission.
December 15, 2020
11:00a - 11:30a
Virtual Event
MasterCLASS - PRESERVE
Like any adventure, your future is full of possibilities, risks and rewards. A back up plan is an essential component of planning. Preserve, persist and set your new course.
November 17, 2020
11:00a - 11:30a
Virtual Event
MasterCLASS - PROTECT
Sail through any weather! Even with careful preparation, life is unpredictable. Set realistic expectations and learn how to manage your risks.
October 20, 2020
11:00a - 11:30a
Virtual Event
MasterCLASS - BUILD
Understand a portfolio make-up that works for you to help fund your journey towards financial independence.
September 23, 2020
4:00p - 6:00p
On-line webinar
September 15, 2020
11:00a - 11:30a
Virtual Event
MasterCLASS - PLAN
Plan the steps, set expectations and understand the costs to meet your goals.
August 25, 2020
11:00a - 11:30a
Online Masterclass
Masterclass, Discover - Envision Your Future
Set the stage to define Your Work, Wealth, and Worth. Understand what drives you, what makes you happy, and why it makes you feel worthy.
April 1, 2020
12:00p - 12:45p
ONLINE WEBINAR
February 26, 2020
12:00p - 12:45p
Webinar Online
January 29, 2020
5:00p - 7:00p
BlackHawk Country Club
November 1, 2019
11:30a - 1:30p
Blackhawk Country Club
Managing Health & Wealth-Long-Term Care
Financial Fitness
October 23, 2019
4:30p - 8:00p
Savvy Women Summit
Fall Workshops
September 13, 2019
11:30a - 1:30p
Blackhawk Country Club
On Purpose & Creating a Meaningful Life
Financial Fitness
April 26, 2019
11:30a - 1:30p
Blackhawk Country Club
Financial Fitness
Mastering Your Mindset—Advocating for yourself