Events

Whether it's in person or digitally, we try to provide a wide range of experiences, relevant content, and fun into our events.  We hope you can join us!

Upcoming Events

August 30, 2022

8:00a - 9:00a

Zoom

Past Events

June 6, 2022

2:00p - 3:00p

Zoom

Our Minds vs. The Markets

A closer look at volatility and how preconceptions and outside influences impact our investment decisions.

March 30, 2022

10:00a - 11:00a

Zoom

Family Love Letter

Be prepared and get organized.

February 16, 2022

1:00p - 2:00p

Zoom

Market Update and Economic Outlook

Market Update and Economic Outlook

September 14, 2021

6:00p - 7:30p

Zoom

Financial Fitness and Smart Investing

The psychology of investing.  Keeping calm amid market turbulence.

August 3, 2021

6:00p - 7:30p

Zoom

Financial Fitness and Smart Investing

The psychology of investing.  Keeping calm amid market turbulence.

October 15, 2020

2:00p - 2:30p

Email

Politics and Investing

Politics and Investing

June 23, 2020

5:00p - 7:00p

Rio Mesa High School

Volunteer event at Food Share to support Covid relief

Volunteer to distribute food to those in need.

May 18, 2018

11:00a - 1:00p

Holdren's

Client Appreciation Dinner, Market and Economic Update

Client Appreciation Dinner, Market and Economic Update with our Chief Market Strategist and Economist Alan Skrainka.

March 29, 2018

5:00p - 7:30p

To be Determined

Long Term Care

To be determined

October 7, 2017

6:00p - 8:00p

Los Robles Golf Course

Client Appreciation Dinner, Market and Economic Update

Client Appreciation Dinner, Market and Economic Update with our Chief Market Strategist and Economist Alan Skrainka.

September 14, 2015

6:00p - 8:00p

The Secret Garden

Client Appreciation Dinner, Market and Economic Update

Client Appreciation Dinner, Market and Economic Update with our Chief Market Strategist and Economist Alan Skrainka.

April 19, 2015

12:30p - 1:30p

180 Academy Drive

Haiti information and awareness

Hear about how the country of Haiti is doing after the devastating earthquake in 2010, and continued struggles.

July 1, 2013

6:00p - 8:00p

The Secret Garden

Client Appreciation Dinner, Market and Economic Update

Client Appreciation Dinner, Market and Economic Update with our Chief Market Strategist and Economist Alan Skrainka.

June 1, 2010

6:00p - 8:00p

El Torito restaurant

Client appreciation dinner, Social Security info

An official representative from the Social Security Administration will provide useful information, updates and strategies for workers and pre-retirees.

Event Registration