Community & Support
In-Person Client Event
Join us for an evening of indulgence with a refined selection of wines, chocolates, and gourmet appetizers, thoughtfully paired to elevate your tasting experience. Alongside these delights, enjoy expert insights on year-end financial planning strategies and an exclusive market outlook for 2025.
Past Event
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Digital Footprints Webinar
This discussion was led by Tom Naramore, CEO of ABetterProcess.com, was an introduction to the digital world of connected things and how these things are shaping our lives in a good way but also in a way that each of us may want to try and manage a little better.
Past Event
Virtual Client Event
Join us for an enjoyable evening where the Lake Tahoe Wealth Management Team will give an overview on the current markets before being joined by Point Reyes Farmstead Cheese Co, for a discussion about Cheese 101, Tasting, Tools, Handling and Assembly of a Cheese Board.
Past Event
