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    At Kobrin Financial, we hold informational workshops and insurance sales presentations for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our workshops include guest speakers and special activities as wells as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop or insurance sales presentation.

    Upcoming Workshops

    Coming soon!

    Tuesday, April 17th, 2018 at 6:00 pm and Wednesday, April 25th, 2018 at 6:00 pm at The Vintners Inn at John Ash and Co., 4350 Barnes Rd., Santa Rosa, CA - "Maximize Your Social Security Income". 

    Tuesday, May 1st, 2018 at 6:00 pm and Thursday, May 17th, 2018 at 6:00 pm at Charlie's Grill at the Windsor Golf Course, 1320 19th Hold Drive in Windsor, CA -  "Maximize Your Social Security Income". 
    We will be having the following Lunch and Learn events held at 12:00 noon at Charlie's Grill at the Windsor Golf Course: Tuesday, April 3rd "Tax Law Changes" and Tuesday, April 24th, "Long Term Care Alternatives".

    On Wednesday, May 16th at 6:00 pm we will have Family Night at Charlie's Grill. This event is designed for the people in your life ages 25 - 50 to get information on planning for their retirement. We will help guide your children in making smart financial decisions and secure their future. We will discuss the importance of funding retirement plans at a young age, when you need to start a trust or will, life insurance options, college funding and so much more.

    Must register for all of these events by completing and submitting form on the right.

    We will be hosting a "Spring Cleaning Shred Day" in the parking lot at our office on Monday, April 30th from 1:00 - 3:00 pm (190 Wikiup Drive in Santa Rosa). There will be a shredding truck available to take all of your old paper files and old taxes.(You do not need to register for this event.)

    Workshop Registration
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    We are insurance licensed in the states of California, Nevada and Texas.

    Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital. This website is intended to provide general financial information and is not written or intended as tax or legal advice. Individuals should seek advice from their own tax or legal counsel for their particular situation. Donald Kobrin, Sharon Evans and Global Financial Private Capital, LLC do not provide tax or legal advice. 

    The 10 Things to Know About Planning Your Retirement Income and Changing Story of Retirement reports are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these reports you may be provided with information regarding the purchase of insurance and investment products in the future.

    Financial Planner, Financial Advisor, Money Management, Financial Consulting, John Hancock, Annuities, Retirement Planning, Alternative Long Term Care, Santa Rosa, Sonoma County CA

    Kobrin Financial Services | Financial Planner, Financial Advisor, Money Management, Portfolio Management, Financial Consulting, Retirement Planning, John Hancock, Annuities, Investment Management, Financial Analysis, Alternative Long Term Care, | 190 Wikiup Drive, Santa Rosa CA 95403 | (707) 566-6775 or Toll Free (888) 883-4415