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500 Capitol Mall, Suite 2350

Sacramento, CA 95814
1.916.405.9140 | Email Us

Lunch and Learn

Lunch and Learn is strictly an educational program designed to attract and bring together the downtown Sacramento community (and anyone else who has an interest) to both raise education and incite conversation about timely financial issues. The workshops feature free catered lunches from a cross-section of both noteworthy and need-to-be-known Sacramento restaurants, and the curriculum spans a broad range of interesting financial and personal wellness topics.

Towerpoint Wealth Lunch and Learn

Educational workshops : Dates and Topics

August 30: Environmental, Social, and Governance (ESG) Investing

→ Chris McKnett, Managing Director, Head of ESG, State Street Global Advisors

Bio

ESG intro video

September 26: Tax-Free Income – California Municipal Bonds

→ Greg Morel, Head of Advisory Solutions, Belle Haven Investments

Bio

CA muni bond primer

November 8: Reducing Investment Expenses 

→ A.J. Rea, Director, Northern CA and Pacific Northwest, iShares

Bio

Intro to index investing

Watch Towerpoint Wealth You Tube Lunch and Learn video

December 13:  Year-End Tax Saving Tips

Kevin McCarl, Tax Senior Manager, Moss Adams LLP

Bio

Year-End Tax Saving Tips

Watch Towerpoint Wealth You Tube Lunch and Learn video

January 18: Residential Real Estate Investing

→ Brian Kassis, Re/Max Gold

Bio

A guide for investing in residential rental property

February 28: Six Surefire Ways To Improve Your Financial Life

April 10: Tax-Free Investing

May 23: 20 Quick Tips for No-Nonsense Investing

June 28: Warren Buffett – Words to Live By

RSVP to a Lunch and Learn
Educational workshop

500 Capitol Mall, Suite 1800
Sacramento, CA 95814
916-405-9140

Your Name

I would like to RSVP for: (select more than one)

August 30: Environmental, Social, and Governance (ESG) InvestingSeptember 26: Tax-Free Income – California Municipal BondsNovember 8: Reducing Investment ExpensesDecember 13: Year-End Tax Saving TipsJanuary 18: Residential Real Estate InvestingFebruary 28: Six Surefire Ways To Improve Your Financial LifeApril 10: Tax-Free InvestingMay 23: 20 Quick Tips for No-Nonsense InvestingJune 28: Warren Buffett – Words to Live By

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