Business & Wealth Solutions Event

Business and Wealth Solutions Event landscape artwork

Monday, October 26, 2026 · 10 AM–4 PM Pacific

Keller Williams Realty
9250 Laguna Springs Dr., Suite 100
Elk Grove, CA 95758

Explore practical strategies and resources for business funding, insurance, asset protection, living trusts and long-term financial planning.

Featured speakers

Rob Anchondo — Trevitas: life and health insurance, long-term care Medi-Cal/Medicaid, and living trusts.
Rick Cohen — BestLine Business Funding: SBA loans, bridge loans, working capital and equipment financing.
Rey Dela Cruz — Resource Development Consulting: asset protection, government entitlement planning and strategic financial solutions.

With Nikki Nguyen, Broker Associate with Keller Williams Real Estate, and Charlton Curry with BestLine Business Funding. Presented by Keller Williams Realty, with BestLine Business Funding, Diverse Financial Group with Trevitas, and Resource Development Consulting.

RSVP / contact

Vivian Barnett · (530) 848-9955