Description
At a certain point, generic advice stops working.
You can be doing everything right. Saving, investing, making smart decisions. But when your financial life becomes more complex, the way those decisions connect starts to matter more than the decisions themselves.
That’s where most advice falls short.
This seminar is a real conversation about what your financial strategy should actually look like when it’s done right.
This is not a sales presentation.
This is not surface-level advice.
It’s designed for people who know they want more clarity, more intention, and a more connected approach to their financial life.
Space is intentionally limited to keep the conversation high quality.
If you’ve ever felt like you’re doing well, but not completely sure everything is working together, this is for you.
Date and Time
Tue, Jun 16, 2026
10:00a - 11:30p PST
Location
Eclipse Financial Advisors Offices
Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Securities offered through Cetera Wealth Services, LLC.(doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Financial & Insurance Services, CA Insurance license # 6010594. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.