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    Seminars, Workshops, Lunch and Learns

    At Pacific Excel Wealth Advisors, we hold informational workshops for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop.

    Remember When Life Was Simpler?
    To register for an upcoming event, please contact our office, (510) 217-8125, or click on the workshop registration to the right and submit your request.  Please be advised, guests must be pre-registered to attend and are subject to the advisor's approval.  Guests should also have at least $250,000 in investable assets in order to fully benefit from the strategies that will be discussed.  


    Our Calendar of Events for 2017

    Wednesday, October 25th at 11:30am at Berkeley Country Club, 7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  3rd quarter market review 2017 and Medicare Solutions along with the upcoming changes in 2018.  Guest Speaker, Jack Westbrook, Manager at United Health Care.

    Tuesday, November 14th and Thursday, November 16th (2 day course) at 6:00pm at Alameda College, 555 Ralph Appezzato Memorial Pkwy. Alameda, CA 94501.  Empower University Course, Educational Retirement Planning Course, speakers will be Nathan Sadowski and Keith Oslie.

    Past Events for 2017

    Tuesday, January 31st at 11:30am at Mira Vista Golf and Country Club, 7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  4th quarter market review 2016, 2017 Projections-Economic & Market Forecast.  Guest speaker, Chris Bertelsen, Chief Investment Officer at Aviance Capital Management.

    Tuesday, April 25th at 11:30am at Mira Vista Golf and Country Club,
    7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  1st quarter market review 2017, guest speaker, Mike Sorrentino, Chief Investment Officer at Global Financial Private Capital.

    Thursday, July 27th at 11:30am at Berkeley Country Club,
     7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  2nd quarter market review 2017 and Family Wealth Planning.  Guest speaker, Darryl Yorkey, Estate Planning Lawyer.


    Your insurance professional and Registered Investment Advisor/Investment Adviser Representative is not permitted to offer, and no statement contained herein shall constitute, tax, or legal advice. You should consult with a legal or tax professional on any such matters.

    To schedule a time to discuss your financial future, contact us at admin@pacificexcel.com or call us at (510) 217-8125 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investments products.

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    Investment Advisory Services offered through Global Financial Private Capital, LLC. SEC Registered Investment Adviser. 

    Insurance Services offered through Pacific Excel Insurance Services, an Independent Insurance Agency, CA License # 0F91699

    Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. 
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    These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.