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Events

San Diego Financial Workshops & Events for Women

We enjoy serving our clients in and outside of the office and around our San Diego community. Deb Sims hosts Engaging Women in Wealth workshops twice a month at the exclusive Rancho Santa Fe Golf Club. During these events, Deb Sims covers a number of financial and investment topics, such as family legacy planning, making sense of your financial statements, what you don’t know about social security could cost you and more.

The goal of these events is to inspire, engage, and educate women so they can make informed decisions about their financial future. At these workshops, women have the opportunity to learn more about finance in a friendly and warm environment surrounded by other women.

Below are our upcoming workshops. To learn more, contact our office.

Women reading schedule for investment planning workshop

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