Events
Upcoming
Legacy Brunch – May 2025
Client Appreciation – “Investing For Your Future”
Co-Hosts
- Tiffany Sutton, REALTOR Certified Probate & trust Specialist
- Mark Passalaqua, Quin Oaks Investment Advisor
- Joel Harris, Estate and Probate Attorney
Previous
Livin’ La Vida Loca – October 30, 2024
- Diamond Sponsors
- Mechanics Bank
- First Citizen Bank
- John Muir Health Foundation
Big thanks to all the donors and participants who made this Gala event possible!
Wacky, Quirky, Golf Tournament – Fundraising Event, 2022
Black & White Ball – Free Concert in the park, education and awareness, 2022
Giants Game – Thanks to Advisory Circle & Board, 2022
Cantina Party – Launch of ACE Fiduciary Group, A Non-Profit, 2019