Upcoming Events & Workshops!

Connecting with DMG is easier than ever, and there’s something for everyone! Want Richard or Chris to speak at your event? Please contact us! 

Find an event or workshop: 


Economic Update and Investing In Your future

Speaker: Chris Hughes

Host: Cal CPA Group

January 12, 2017, Noon

Chris will update CPAs on the financial markets, economy, social security and retirement tools.

Suitable for: CPAs.


Family Dynamics and Estate Planning

Speaker: Richard Del Monte

Host: Estate Planning Council of Southern Alameda County

January 19, 2017, 6:00-8:00pm

Dysfunction and conflict within client families have the power to derail even the best financial, estate and tax plans.  Yet these risks can frequently be overlooked or minimized by the family as well as their advisors.  Richard Del Monte will discuss methods advisors can utilize to identify, discuss, and defuse these risks for the families you serve.  You will leave with more tools in your tool chest, resulting in more effective plans and higher odds of long-term success and greater satisfaction for clients and their families.

Suitable for: Family advisors, estate planning professionals, CPAs.


 

Family Retreat – Baja California Sur Mexico

Facilitator: Richard Del Monte & Team
Host: Del Monte Group
April 9-12, 2017

The most impactful family vacation you will ever take! This three-day retreat will leave your family feeling refreshed, connected, harmonious, and ready to tackle whatever the future may bring! Learn about the risks to your family fortune and harmony, and the steps to secure it in an intimate, confidential, supportive, and safe environment. Set at an adults-only (16 & up) boutique hotel on the beach, when you’re not learning with your family you can enjoy one of the many activities Todos Santos and the Baja Peninsula have to offer – surfing, spa, yoga, ATV tours, biking, hiking, shopping, artwork, fabulous food, ziplines, relaxation and more!

Suitable for: Families

Space for just one family remaining! Please contact us to learn more about this life-changing event, or to schedule your own private family retreat in one of our amazing locations worldwide!


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