Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people concerned about their personal finances. Along the way, we like to have some fun too. If any of the events below look interesting, please register. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
Meet BluePrint: Tax Pro Partnership Program | CA Solicitor | May 1st Webinar
May 1, 2026 12:00p - 1:00p Pacific Standard Time
Zoom
California tax professionals: Partner with BluePrint Investments and Tax Planning as an Investment Adviser Solicitor. Refer clients for investment management and financial planning services without obtaining licenses or paying setup costs. Earn referral revenue while maintaining client control. Free webinar Friday, May 1, 2026.
Tax Pros: Offer Investment Advisory Services Webinar | 03.06.26
March 6, 2026 12:00p - 1:00p Pacific Standard Time
Zoom
California tax professionals: Partner with BluePrint Investments and Tax Planning as an Investment Adviser Solicitor. Refer clients for investment management and financial planning without licenses or setup costs. Earn referral revenue while maintaining client control. Free webinar Friday, March 6, 2026.