Upcoming Events

Friday, May 10, 2019
AGE FRIENDLY SENIOR FAIR, MILL VALLEY


11:00am - 2:00pm

Mill Valley Community Center
180 Camino Avenue
Mill Valley

We will be among more than 60 exhibitors at this event , ready to answer your questions about investing. Try our game of chance to win a dinner for two.


Tuesday, May 21, 2019
"MONEY DECISIONS FOR LIFE"


11:00am - 12:00pm

Whistlestop
930 Tamalpais Ave.
San Rafael

Roundtable discussion, free entry. Fellow experts Joann Babiak, family law attorney, and CPA Alexia Cloutier join Kathleen in this talk for people of any age.