Lamont Financial Services, 250 Bel Marin Keys Blvd, Suite F3, Novato, CA 94949
(415)883-5200
 

Past Events

Where James Lamont Has Been

11/6/2015 – Pinot Noir Tasting

12/3/2015 –  11th Annual Western Non-Traded REIT & Retail Alternative Investment Symposium

12/10/2015 – Dinner Workshop with Sealy & GPB Holdings

1/19/2015 – Dinner Workshop with First Capital Trust & Triton Pacific

1/21/2016 – Dinner Workshop with Shopoff & Highland

1/28/2016 – Dinner Workshop with First Capital Trust & Triton Pacific

2/2/2016 –  AFEA Workshop: Safe Money Principles of Retirement Planning 

2/4/2016 –  AFEA Workshop: Safe Money Principles of Retirement Planning

2/9/2016 –  AFEA Workshop: Safe Money Principles of Retirement Planning 

2/11/2016 – AFEA Workshop: Safe Money Principles of Retirement Planning 

2/16/2016-  “Super Bowl of Retirement”  Dinner Workshop

2/18/2016 – “Super Bowl of Retirement”  Dinner Workshop

3/22/16 & 3/29/16 – AFEA Workshop: Safe Money Principles of Retirement Planning

3/26/16 – AFEA Workshop: Safe Money Principles of Retirement Planning

3/24/16 & 3/31/16 – AFEA Workshop: Safe Money Principles of Retirement Planning

4/23/16 – AFEA Workshop: Safe Money Principles of Retirement Planning

4/21/16 & 4/28/16 – AFEA Workshop: Safe Money Principles of Retirement Planning

5/10/16 – Dinner Workshop with SC Distributors- Novato, CA

5/24/16 – Dinner Workshop with Ascendant Capital – San Rafael, CA

5/25/16 – Dinner Workshop with Ascendant Capital  – San Francisco, CA

8/23/2016 — Dinner Workshop with Highland Capital Management

9/6/2016 & 9/8/2016 — Savvy IRA Planning

9/13/2016 & 9/20/2016 — AFEA Safe Money Principles of Retirement Planning

9/14/2016 — Sealy & Company LLC Opportunities in Light Industrial Real Estate

9/15/2016 & 9/22/2016 — AFEA Safe Money Principles of Retirement Planning








Latest News
ira-types-lamont
October 19, 2016

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]