Events and Workshops









Financial education has always been at the heart of Pacific Crest Planning's mission.

On a regular basis, we teach a course or workshop about an important financial topic.  The workshops are open to the public and rarely discuss products or services.  Rather, they focus on providing our clients and the community with the important knowledge each of us needs to navigate the complexities of finances and retirement. 

If you would like to sign up for one of our workshops, please email our office at  Include the name of the workshop you would like to attend, the names of those who will be attending, and an email address or phone number for us to confirm your RSVP. 

We look forward to seeing you there!

The following workshops and events are coming up.