Learning Events & Workshops

LOOKING THROUGH THE CLOUDS

The 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:

• Recap of the capital markets performance year-to-date
• Timely perspective on how to manage volatile market
• Where are we now in the current economic cycle
• Actionable planning ideas for the rest of the year

Join us on Tuesday, June 28, 2022

10:00am – 11:00am 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:

• Different Types of Retirement Savings Accounts
• Strategies to Generate Tax-Free Retirement Income
• Pros and Cons of Backdoor Roth & Roth Conversions
• The Best Situations for Roth Conversion Strategies

Thursday, November 4, 2021

10:00am - 10:30am PST

Your family and friends are welcome to join us!

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.

In this informative online session, we will cover:

•  Social Security and Your Overall Retirement Plan
• Tips for Navigating Social Security Choices
• Key Reminders, Dates, Filing Ages, and Benefits

Thursday, October 28, 2021

10:00am - 10:30am PST

Your family and friends are welcome to join us!

PICKING UP SPEED 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 10:00am - 10:30am PST Your family and friends are welcome to join us!

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

10:00am - 10:45am PST

Your family and friends are welcome to join us!

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:

• Market Perspective: Riding Out the Storm
• Retirement Planning Tips: CARES Act Highlights

Thursday, June 18, 2020

10:00am - 10:30am PST

Your family and friends are welcome to join us!

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. 

In 30 minutes, we will cover:

• Market Perspective: What's happening? Where do we go from here?
• COVID Tips: Avoiding COVID-19 Financial Scams

Thursday, May 28, 2020

10:00am - 10:30am PST

Your family and friends are welcome to join us!