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Upcoming Events

Zuk Financial Group is focusing on providing workshop opportunities and events that aim to provide relevant information for each stage of your life.  Let us know which ones you might be interested in attending. Please feel free to bring a friend.  Call us at (831) 421-9361, drop us an email at, or leave us a note on our website,

March - College Education & the Financial Aid Process

Learn the key reasons to save for college and how to navigate the nuances of financial aid. Click here to register.

May - The Cost of Health Care

Employer coverage may only last till you are 65. What are your options and how do you pay for it?

A Financial Primer for Millennials - TBD

Buying a Home, Addressing College Debt & Protecting Assets

Client Appreciation - TBD

Something fun and kid friendly this year!

Creating an Income Plan - TBD

Making your hard-earned money work harder for you. Legacy, philanthropy, or a self-focused retirement.