Broker Check


We value growth and exploration of new insights and educational topics with our clients. Please give us a call if you have questions about past sessions, or an interesting idea for an upcoming webinar - we'd love to hear your suggestions. 


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 24, 2020

8:00a - 8:45a

Zoom Webinar (all attendee videos will be turned OFF)

Guide to Investing in an Election Year

Tune in with Takagi & Takagi as John Sulzicki, Regional VP at Capital Group/American Funds, helps address concerns about investing during an election year, and guides us toward staying focused on important long-term goals.

July 22, 2020

2:30p - 3:30p

Zoom Webinar

Your Health & Your Wealth

Join Takagi & Takagi for a webinar discussion with naturopathic physician Dr. Laurie Steelsmith as we explore natural medicine, brain foods, anxiety, healthy routines for all ages, and more!

Event Registration

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