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Making informed investment choices helps reduce risk and balance objectives with long-term goals.  For this reason we at McClurg host and participate in a variety of community events focused on investment education.  These include workshops, seminars and panel discussions, sometimes offered with food, wine and sports related entertainment. Opt into our mailing list to get invitations.


August 22, 2019

5:30p - 7:30p

Fine Estate Auction Gallery

Who Gets Dad's Keepsakes? Estate Talk

Thursday, Aug. 22, 5:30 p.m. to 7:30 p.m., San Rafael: Who Gets Dad's Keepsakes? Estate Planning at the Auction Gallery. Five experts join in a roundtable discussion preceded by a preview of interesting art objects, collectibles and jewelry slated for an estate auction later in the week. The event starts with networking, followed by the talk. Joining in the discussion will be Kathleen Nemetz, MBA, CFP, McClurg Capital; Jacob Brown, marriage and family therapist, and Jennifer Cowan, estate planning attorney. Owner of the Fine Estate Auction Gallery Martin Codina will speak on valuation trends for art objects and collectibles. RSVP to

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