Our upcoming events are always greatly anticipated

Meeting with our team outside the office is a cherished tradition among our clients. We hope you can join us at one of our upcoming events. Most of our events (unless noted) are open to all of our BWS family, friends and the public. We have a convenient RSVP form so you can let us know you’ll be joining us. We’ll make sure we save you a place.

Staying Connected – Upcoming Events

Monthly Coffee Club

The last Friday of every month (except November and December)
In-person and Zoom will be held at the same time.

8 a.m. – 9:15 am

Enjoy coffee and doughnuts on us as we have a brief presentation on current events in the market and economy followed by an informal discussion.

Location: BWS Office – 2601 Saturn St., Suite 100, Brea, CA 92821

RSVP for the in-person Coffee Club
RSVP for the zoom Coffee Club. We will email you the link when we receive your RSVP.

Taco-bout It Tuesday

Second Tuesday of every month

BWS Office - 2601 Saturn St., #100 , Brea, CA 92821

5:30 – 6:30 pm

Come socialize with the BWS team!

Ask any questions that are on your mind - this time is set aside for you! No formal presentation will be done.

We encourage you to stop by and visit even if you don’t have anything specific to ask. You never know when someone else’s question will be something of interest to you! Bring a friend!

In person only - Drinks and snacks will be served!

 

Check out our past events
Simple and Elegant Wealth Management

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