• It's time for your financial check-up! Request a no-obligation meeting today with Don or Sharon to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Phone: (707) 566-6775 / service@kobrinfinancialservices.com / Visit Us!
    It can be difficult to make financial decisions without access to information.
    We’re committed to helping you make informed decisions about your financial future.
    Home » Events » Workshops and Events

    Events

    At Kobrin Financial, we hold informational workshops and insurance sales presentations 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 wells 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 or insurance sales presentation.


    Upcoming Workshops

    Coming soon!

    Wednesday, May 10th; Tuesday, May23rd, and Tuesday, June 6th at 6:00 pm at the Vintners Inn at John Ash & Co. in Santa Rosa, CA, "How Many Dollars Are You Leaving On The Table? Smart Social Security Planning is Important"
    Must register by completing and submitting form on the right.

    LUNCH AND LEARN EVENTS

    Thursday, May18th, Charlie's Grill at the Windsor Golf Course at 12:00 noon - ELDER FINANCIAL ABUSE, IDENTITY THEFT AND FUNERAL PRE-PLANNING

    Tuesday, June 13th,
    Charlie's Grill at the Windsor Golf Course at 12:00 noon - LIVING TRUSTS AND CRT'S (CHARITABLE REMAINDER TRUST)
    Must register by completing and submitting form on the right.

    Workshop Registration
    Subject to Qualification
    Fill out my online form.
    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Our Services
    Kobrin Kronicle
    » View examples of past Kobrin Kronicle articles written by Don Kobrin. These are published bi-annually. If you would like to receive future copies of the Kobrin Kronicle, click the button below!
    » View our Articles
    Family Trust
    » We’re committed to helping you make informed decisions about your financial future.
    » Get More Info
    We are insurance licensed in the states of California, Nevada and Texas.

    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.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital. This website is intended to provide general financial information and is not written or intended as tax or legal advice. Individuals should seek advice from their own tax or legal counsel for their particular situation. Donald Kobrin, Sharon Evans and Global Financial Private Capital, LLC do not provide tax or legal advice. 

    The 10 Things to Know About Planning Your Retirement Income and Changing Story of Retirement reports are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these reports you may be provided with information regarding the purchase of insurance and investment products in the future.

    Financial Planner, Financial Advisor, Money Management, Financial Consulting, John Hancock, Annuities, Retirement Planning, Alternative Long Term Care, Santa Rosa, Sonoma County CA


    Kobrin Financial Services | Financial Planner, Financial Advisor, Money Management, Portfolio Management, Financial Consulting, Retirement Planning, John Hancock, Annuities, Investment Management, Financial Analysis, Alternative Long Term Care, | 190 Wikiup Drive, Santa Rosa CA 95403 | (707) 566-6775 or Toll Free (888) 883-4415