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UPCOMING EVENTS
May 26, 2026, 10:00 AM – 2:00 PM1955 Broadway suite b, 1955 Broadway suite b, Oakland, CA 94612, USAEconomic uncertainty oen leads to tighter donor budgets and increased competition for funding. This event will help leaders discover practical, tested approaches to sustain and grow revenue— even during downturns.
- Debt and Credit ManagementMay 19, 2026, 12:00 PM – 1:00 PMOnline
- Investments and Mid-Year ReviewJun 16, 2026, 12:00 PM – 1:00 PMOnline
- Financial Independence and InsuranceJul 21, 2026, 12:00 PM – 1:00 PMOnline
- College Savings and Financial AwarenessAug 18, 2026, 12:00 PM – 1:00 PMOnline
- Estate Planning and RetirementSep 15, 2026, 12:00 PM – 1:00 PMOnline
- National Financial Planning MonthOct 20, 2026, 12:00 PM – 1:00 PMOnline
- Employee Benefits and Charitable GivingNov 17, 2026, 12:00 PM – 1:00 PMOnline
- End-of-Year Planning and ReflectionDec 15, 2026, 12:00 PM – 1:00 PMOnline
PAST EVENTS
Happy Financial Literacy Month!Tue, Apr 21Online
Annual Prayer Breakfast - Realtist Week 2026Sat, Apr 11Kingdom Builders
Insurance and Financial "Spring Cleaning"Tue, Mar 17Online
Tax Preparation and PlanningTue, Feb 17via Zoom
Financial Planning and Goal SettingTue, Jan 27via Zoom
Show Me The Money! Part 2Tue, Dec 16via Zoom
Smarter Professionals Use Smarter SystemsTue, Dec 09via Zoom
Members Mixer & MingleWed, Nov 19Oakland
Show Me The Money!Tue, Aug 26via Zoom
Smarter Professionals Use Smarter SystemsTue, Aug 19via Zoom
Katrina D. Henry Scholarship LuncheonTue, Jul 29Los Angeles
First Home, Future WealthMon, Jun 30Online via Zoom
Multi-City Legacy Builder Homebuyer TourSat, Jun 07Bay Area, CA, USA
Affordable Housing Finance 101 – Oakland In PersonThu, May 15Oakland
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