Events

Upcoming Events

June 27, 2026

10:00a - 11:00a

ONLINE ZOOM EVENT - Link will be sent

Leave a Plan, Not a Mess

Join The Peake Financial Group for a complimentary educational Zoom event with Jennifer Phelps of Pushing Up Daisies: “Leave a Plan, Not a Mess.” This thoughtful and practical session will help you explore the important conversations and planning details that can make life easier for the people you love. Jennifer will guide attendees through topics including medical wishes, important documents, financial organization, digital accounts, personal belongings, and final wishes — all in a warm, approachable, and educational environment. Whether you’ve already started planning or don’t know where to begin, this event is designed to provide clarity, encouragement, and simple next steps without pressure or product promotion. 📅 Friday, June 27, 2026 🕙 10:00 AM Pacific 💻 Live on Zoom 🎁 Complimentary Educational Event

Important Disclosure

The information presented during this event is educational in nature and is not legal, financial, tax, medical, or estate planning advice. Every situation is different. Please consult your own attorney, financial advisor, tax professional, and healthcare provider before making planning decisions.

Registered Representative offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment Adviser Representative offering advisory services through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Jennifer Phelps is not affiliated or registered with Cetera Financial Specialist. Any information provided by Jennifer Phelps is in no way related to Cetera Financial Specialist or its registered representatives.