Upcoming Events

Lunch & Learn with WestPac Wealth Partners

10 May 2024 12:00 PM (GMT-08:00) Pacific Time (US & Canada)
Venue: Keystone, CPA
Location: United States

Don't miss our upcoming lunch and learn, "The Power of a Coordinated Team Approach to Planning for Business Owners." Join us as we explore two illuminating case studies—one focusing on a service-based business and another on a product-based business—to showcase the transformative impact of a synchronized approach to strategic planning. Experience firsthand the dynamics of coordinated teamwork between business owners, advisors, and team members, and learn how this collaboration drives insightful market analysis, effective branding, and robust growth strategies. As an entrepreneur, consultant, or team leader looking to refine your strategic planning, this event is an invaluable opportunity to gain actionable insights and real-world applications.

All Members Retreat

21-22 May 2024 01:00 PM (GMT-08:00) Pacific Time (US & Canada)
Venue: Hyatt Regency Lake Tahoe Resort, Spa And Casino
Location: Nevada, United States

We are thrilled to invite you to a wellness-centric All Members Retreat at the Hyatt Incline Village on May 21st and 22nd. Unwind in the serene surroundings, connect with nature, and focus on your well-being.​ Our retreat will be facilitated by Keith Roberts who will be presenting two of his signature keynotes as well as material developed specially for our members.

Lunch & Learn with UMPQUA Bank

30 May 2024 12:00 PM (GMT-08:00) Pacific Time (US & Canada)
Venue: Keystone CPAs
Location: United States

Join us for an illuminating session where we uncover the complexities of business banking. This event is designed to provide a thorough understanding of the core concepts and principles governing business finance.


Facilitated by industry experts and seasoned professionals, this session will explore the nuances of business banking, offering valuable insights for entrepreneurs and individuals interested in financial matters.

Whether you're an experienced entrepreneur looking to refine your financial strategies or a newcomer eager to grasp the fundamentals of business banking, this event offers an invaluable learning opportunity.
Don't pass up this chance to demystify business banking and equip yourself with the knowledge and confidence to navigate the financial landscape effectively.

Reserve your spot today and embark on a journey towards financial empowerment and success!

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