Events

Events

Upcoming Events

 

Peck Financial Advisors Lunch-And-Learns

Dr. Heather Berberet, San Diego-Area Psychologist, kicks it off on Friday9/14/18, with

“Am I Making Up This Stuff ? “

Dr. Berberet will discuss how we can stay connected to realities in our lives (including financial), and not let scenarios in our head run amok – scenarios that can create more fear or more exuberance than reality might dictate.

 

Mr. Carl Wayne, J.D. - Senior Advisor - Charitable Estate Planning for the American Heart Association - joins us Thursday10/18/18

“Ways to Give to Your Favorite Charities”

Mr. Wayne will explain the many ways to give to favorite charities and how that giving can impact your taxes. 

 

For more information about any of our events, please contact us at clientservices@peckfa.com.

Peck Financial Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Peck Financial Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Peck Financial Advisors unless a client service agreement is in place.

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