Seminars

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Request Information - Seminars Are On Break

Seminars are on break. This page will be updated when another series has been scheduled.

You may request to be place on our mailing list, if you would like to receive an invitation once another series has been scheduled, by clicking on the Enroll Now link. Although the button says "Enroll Now" - you are not enrolling, simply requesting an invitation once a new series has been scheduled.

Your information will not be used for solicitation - it is for invitation purposes ONLY, after a seminar series has been scheduled and posted.

Please ignor the date - it is simply a place holder for website posting purposes.

When: Tuesday, December 30, 2025 - 6:15pm to 9:00pm
Where: Ruth's Chris Restaurant at the Galleria Mall in Roseville.
Host: Larry R. Frank Sr, MBA, CFP®
Phone: (916) 303-7777
Directions:   To be posted when a series has been scheduled.
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Request a private consultation

This link can be used to request a private consultation at our office only.

You are not enrolling in a seminar nor making any commitment.

There is no fee for this initial meeting. The purpose is to explore your situation and for you to determine if we fit together.

This meeting can be scheduled on ANY date and time that is convenient to you. Consultations are by appointment only.

Please ignor the date - it is simply a place holder. You may schedule ANY date at any time convenient for you.

 

When: Wednesday, December 31, 2025 - date & time convenient for you
Where: Office: 300 Harding Blvd Suite 103D, Roseville CA 95678.
Host: Larry Frank Sr, MBA, CFP®
Phone: 916-303-7777
Directions:   Please use the "Map and Directions" link found below the blue navigation box ... or click on the webpage "Our Location" in the blue navigation box to the right.