Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 28, 2026
12:00p - 1:00p
In-Person
Financial Planning for 1099's
Small business owners and independent contractors are so focused on operating their business that tailored financial planning gets thrown to the wayside. Allow us to offer some guidance on maximizing the revenue from your business, managing taxes, implementing the correct retirement plan and setting yourself up better for the future. Lunch provided! In-person at 1126 E Grand Ave, Arroyo Grande, CA 93420 (PCAOR Office). You're focused on your business, we're focused on helping you find way to maximize your business revenue.
July 25, 2024
11:00a - 11:45a
Zoom Webinar
June 5, 2024
11:00a - 11:45a
Zoom Meeting
State of the Markets 2024
Please join Point Sur Advisors for this webinar featuring a market update presentation by Noah Howard, Sr. Relationship Manager at Clark Capital. The webinar will address current and anticipated market movements in relation to interest rate changes, the upcoming presidential election, and trends in GDP, employment numbers, and inflation. Many of you have expressed an interest in this topic, and we are pleased to present this informative 30-minute webinar with a 15-minute Q&A.
August 22, 2023
10:00a - 11:00a
Zoom Web Meeting