• Mon - Fri: 8AM - 5PM

  • 1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661

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Join Us For A Special Event!

Reserve your seat at one of our complimentary lunch or dinner workshops!

EVENTS

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to educating and providing information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please reserve your seat online or give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

December 7, 2021
12:00 pm PST
Webinar

Leitbox Webinar

**ACCREDITED INVESTORS ONLY**

Join us online to learn more about Leitbox's Self Storage Fund II!

The Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
  • Bill Leitner - Founder, Leitbox Portfolio Partners
December 8, 2021
6:30 pm PST
Roseville & Livestream

Sealy Dinner Seminar

**ACCREDITED INVESTORS ONLY**

Lunch is on us! Join us in Roseville or live online to learn more about Sealy Investment Securities!

The Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
  • Kerry Peoples – Senior Vice President, Sealy Investment Securities
December 9, 2021
11:00 am PST
Webinar

U.S. Energy Webinar

**ACCREDITED INVESTORS ONLY**

Join us online to learn more about U.S. Energy!

The Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
  • Nick Padula - Director of Business Development - Pacific Region, U.S. Energy
December 14, 2021
11:00 am PST
Webinar

Bourne Webinar

**ACCREDITED INVESTORS ONLY**

Join us online to learn more about Bourne Financial Group and their Senior Housing Fund VI.

The Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
  • Jeremy Francioli - Senior Vice President, Bourne Financial Group
December 14, 2021
6:30 pm PST
Pleasanton

1031 Exchange Dinner Workshop

Dinner is on us! Join us in Pleasanton and enjoy a live Q&A with 1031 professionals.

The 1031 Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
  • Additional speakers to be announced
December 15, 2021
5:30 pm PST
Roseville

Wine Down Wednesday

Join Us for our Wine Down Wednesday - Enjoy a glass of wine paired with appetizing bites and a brief product update!
December 16, 2021
11:00 am PST
Webinar

1031 Exchange Webinar

Join us online to learn more about the 1031 Exchange process from start-to-finish.

The Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.