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

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