1243 Alpine Road
LOOKING THROUGH THE CLOUDSThe first half of 2022 has been a challenging environment for investors. The US economy is in a battle between forces boosting growth and forces dragging it down. On the growth side, corporate balance sheets are strong, corporate profits are growing, and consumer spending is healthy. At the same time, central banks are gradually reducing fiscal stimulus, inflation remains stubbornly high, supply chain bottlenecks persist, and the war in Ukraine continues. So, what should investors do? Please join us as we discuss the following items and more:
Join us on Tues June 28 from 10:00 AM – 11:00 AM PST
Your family and friends are welcome to join us!
Roth conversions can be a very effective way to smooth your tax burden across your lifetime. In 30 minutes we will cover the who, how, and why of different roth conversion strategies to help give you the tools to navigate your financial joutney.
In this informative online session, we will cover:
Join us on November 4th from 10:00 AM - 10:30 AM
Social Security is an intricate subject and it is a very powerful financial tool. In this workshop, we’ll highlight the main topics you should be aware of as you navigate your financial journey.
Join us on October 28th from 10:00 AM - 10:30 AM
Midyear Outlook: we will review where we've been so far in 2021 and look down the road ahead. We will discuss the economy, government policies, stocks, bonds and our outlook for the rest of 2021. Please join us for this informative webinar so we can share our perspective and advice as we navigate the second half of 2021 together.
Thursday, July 22, 2021
10:00a - 10:30a PST
Please let us know if you'll be attending: Click here to register for the event
This 40 minute webinar is designed to provide you with ongoing financial perspective and advice to keep you “buckled in” as we navigate the journey to economic recovery together. We will take a look at where we are in our historic 2020 financial journey and the road ahead.
Thursday, September 10, 2020
10:00a - 10:45a PST
As our collective battle against unprecedented world and national events keeps evolving, how we respond during these difficult times will determine how we overcome it. Please join us for an informative webinar designed to provide you with ongoing financial perspective and advice to keep you “buckled in” as we navigate the journey to economic recovery together.
In 30 minutes, we will cover:
Thursday, June 18, 2020
After last week's popular webinar, we're hosting another live update next week. As the battle against the COVID-19 pandemic continues, how we respond during these difficult times will determine how we beat it. Please join us for this packed, to-the-point webinar in a recurring series designed to provide ongoing financial updates as we progress through our current COVID-19 challenges. We will also share some timely tips for protecting your personal identity and information from COVID-19 scams.
Thursday, May 28, 2020