Events

UPCOMING EVENTS

PREPARING FOR THE YEAR END

Date: October 16, 2019 | Time: 6pm  -8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

There’s no better time than now to start getting things in order so you can head into 2020 strong.  We’ll discuss open enrollment periods for employer benefit plans, smart tax strategies, and other important year end preparation items.

Seating is limited so reserve your space today.

RSVP by clicking ​HERE​​​ or by email: vicki@nextstep4you.com

PAST EVENTS

CLASS RESCHEDULED

INVESTMENTS: HOW SPICY IS YOUR CURRENT PLAN?

Date: June 12, 2019 | Time: 6pm - 8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

When it comes to investment savings, we all want to see growth but fear loss. Everyone has a different tolerance for what they can accept in market fluctuations.  We will look at how small changes can help us sleep better at night using a tool that translates risk into something we can see. 

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com


MOTHER'S DAY MAKE + TAKE

Date: May 8, 2019 | Time: 11:30am- 1:30pm & 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

JOIN US ALONG WITH doTERRA REPRESENTATIVE 
COLEEN WOOLMAN TO LEARN ABOUT THE MANY
USES AND BENEFITS OF ESSENTIAL OILS

 

MAKE + TAKE A SUGAR SCRUB FOR YOU OR MOM
little BITES + DRINKS + ESSENTIAL OIL EXPERIENCE

CHOOSE FROM WILD ORANGE, GINGER LIME,
SPEARMINT EUCALYPTUS OR LAVENDER

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com


FINANCIAL SUCCESS: ARE YOU HOLDING

YOURSELF BACK?

Date: April 10, 2019 | Time: 11:30am - 1:30pm & 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

Join us to learn how your personal biases impact your decision making and success in achieving your goals – both short term and long term.  When we understand what may be holding us back, we can make changes to create success.  Guest Speaker:  Adam Barrios, Charles Schwab Investment Management, Inc.

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com

MAKE 2019 DIFFERENT:  GOAL SETTING FOR SUCCESS

Date: February 6, 2019 | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

Are you tired of setting goals and not sticking to them? Pam Sherman, of the Perfect Balance, will show you an easy way to set goals, implement them into your daily life and see awesome changes happen for in 2019! Pam has been a personal trainer for more than 20 years, has published multiple books, is a motivational speaker, and online fitness coach who believes it’s not about setting HUGE goals, but rather small attainable goals that you will stick with all year long!

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com

WE ARE SO VERY GRATEFUL FOR YOU HOLIDAY PARTY

Date: November 30, 2018 | Time: 5pm-8pm | Location: Blue Line Arts 405 Vernon Street, #100, Roseville, California 95678

JOIN US AT

Blue Line Arts for complimentary drinks, dinner, and live music so we can properly THANK YOU!

We are pleased to participate in the CHiPs for kids toy drive again this year.  Join us in the holiday spirit of giving by bringing a new, unwrapped toy to contribute to this worthy cause.

Free parking is available above the gallery

RSVP by clicking here RSVP or by email at vicki@nextstep4you.com

ESTATE PLANNING: 10 MYTHS AND MISTAKES TO AVOID

Date: October 3, 2018 | Time: 6pm-8pm | Location: Time& Space: 414 Vernon St #110, Roseville, California 95678

Join us for a light dinner and one hour educational presentation by Mike Bennett of MCB Estate Planning in Roseville. He will discuss estate planning myths and mistakes to avoid.
Seating is limited so reserve your space today by calling the office 916-432-5737 or emailing vicki@nextstep4you.com

RETIREMENT PLANS: MISTAKES TO AVOID

Date: September 12, 2018 | Time: 6pm-8pm | Location: 1227 Pleasant Grove Blvd, Suite 200, Roseville, California 95678

Join us for a light dinner and one hour educational presentation with Neil Nakagawa from The Pacific Financial Group that will help you get the most from your retirement plan. You'll have a better understanding of your options and how to create a plan for retirement. Seating is limited so reserve your space today by calling the office              916-432-5737 or emailing vicki@nextstep4you.com

Social Security Educational Presentation

Date: May 31, 2018 | Time: 6pm-8pm | Location: Time& Space: 414 Vernon St #110, Roseville, California 95678

Join us for a light dinner and one hour educational presentation with Greg Zane from Principal Funds that will help you get the most from Social Security. You'll have a better understanding of your options and how to create a plan for retirement that includes these benefits. Seating is limited so reserve your space today! Seating is limited so reserve your space today by calling the office 916-432-5737 or emailing vicki@nextstep4you.com

READY TO TAKE THE NEXT STEP?

Request Initial Conversation

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, OR, UT. Cambridge and Next Step Wealth Management are not affiliated.

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