Broker Check

Events

Upcoming Events

August 28, 2024

4:00p - 5:00p

ZOOM ROOM of PEEK WEALTH

November 13, 2024

4:00p - 5:00p

ZOOM ROOM of PEEK WEALTH

Past Events

May 21, 2024

6:00p - 7:15p

The Beacon Lounge (2nd Floor)

Why Estate Planning? Why Now?

Life is unpredictable. Preparedness is everything.

March 19, 2024

4:00p - 5:30p

ZOOM ROOM of PEEK WEALTH

October 25, 2023

4:00p - 7:00p

La Costa Wine Co.

Halloween Happy Hour!

Join us for a spooktacular sip 'n' scare, where boos are welcome, and the spirits are not just in the cocktails!

October 10, 2023

5:30p - 6:00p

ZOOM ROOM of PEEK WEALTH

April 25, 2023

5:30p - 6:15p

ZOOM

Check-In Webinar

45 minutes of Q&A on financial and economic topics submitted by attendees--let us know what's keeping you up at night!

April 25, 2023

5:30p - 6:15p

ZOOM

Check-In Webinar

45 minutes of Q&A on financial and economic topics submitted by attendees--let us know what's keeping you up at night!

December 6, 2022

6:00p - 9:00p

La Costa Wine Company

October 18, 2022

6:00p - 6:45p

ZOOM Room of PEEK WEALTH

Check-In Webinar

PEEK WEALTH October Client Webinar!

September 1, 2022

6:00p - 6:30p

ZOOM Room of PEEK WEALTH

PEEK WEALTH Check-In Webinar

PEEK WEALTH "Check-In Webinar" Thursday, Sep. 1, 6pm PST.

August 25, 2022

4:00p - 7:00p

PEEK WEALTH CLUBHOUSE

PEEK WEALTH AUGUST OPEN HOUSE!

PEEK WEALTH August Open House--Clients, Friends and Professionals Invited!

Event Registration