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Past Event Materials

We are committed to helping our clients engage and keep informed about topics that impact the many facets of their lives beyond their investments. Our events are an excellent way to keep informed and engage with our special guest speakers. Many are recorded so you can view our past events and reference the material just when you need it!

Our events are also a great way for you to introduce us to your friends and family and share valuable wealth management information. Be sure to spread the word and share our event opportunities! If you just discovered us, be sure to be alerted to our upcoming events, blogs and more, by joining our email community

Strategies for Aging Family Members - A Two Part Webinar Series

Watching our aging loved ones lose cognitive and physical capabilities is challenging. Our two-part webinar series explored family strategies and resources.

Part 1 - How to Spot Dementia and the Estate Plan Implications

Part 1 - How to Spot Dementia and the Estate Plan Implications

Joined by Vanessa Souza, LCSW, who is a Senior Manager for Community Engagement at the Alzheimer's Association of Northern California and Northern Nevada, who discussed how to detect the signs of cognitive decline and how to handle.

We also heard from Ann Robbeloth, an Estate Attorney who specializes in cognitive decline, who will shared important components in an estate plan to address these issues.

Part 2 - Utilizing a Professional Fiduciary and Finding Care Solutions

Part 2 - Utilizing a Professional Fiduciary and Finding Care Solutions

Joined by Sheila Bradford, Partner at Prime Fiduciary Services who discussed how a professional fiduciary can help a family handle the issues related to an aging family member.

We also were joined by Kevin Symes, Regional Manager, and Deanne Belcher, RN, Regional Director of Business Development, at TheKey, as a specialists to discuss how to find the right care solutions when needed.

State of the Economy Webinar

State of the Economy Webinar

Do you think the US economy will get better in 2022? 

View our webinar replay where we discuss the state of the economy with Maria Giraldo, CFA, Managing Director, Macroeconomics & Investment Research, of Guggenheim Partners, as our special guest speaker.

We discuss several economic factors like inflation, consumer spending, interest rates, residential real estate, employment, the travel & entertainment industry and much more.

Reducing Taxes Before & After Retirement

Reducing Taxes Before & After Retirement

Each person has their unique situation and it’s important they consult with their tax person. We prefer a collaborative approach – working with your tax person as a team to focus on your goals and mitigate your taxes where possible. We believe it is important to look at taxes in context with an entire financial plan.

Your tax professional will be able to provide guidance on tax strategies that can work for you. Our thanks to Jonathan Youngberg and Steven Perdigao for joining us on this webinar. 

In our webinar replay, we provide an explanation of a few of the strategies, so you can explore the ideas that appeal to you with your tax person and integrate into your financial plan with your Wealth Manager.

Emergency Preparedness Webinar

Emergency Preparedness Webinar

Are Your Prepared for the Next Natural Disaster?

Our thanks to Quake Kare for their expertise to train us on how to prepare for and survive earthquakes, wildfires, floods and landslides. These are natural disasters that especially impact our clients in California and neighboring states.

Our recorded Emergency Preparedness Webinar gives you the basic knowledge and explores disaster preparedness kits. Clients are reminded to take advantage of your personal vault to store critical documents as a good practice and step in your emergency plan.

Medicare 101 Webinar

Medicare 101 Webinar

Are You Informed About Your Medicare Options?

Our thanks to Joanne Giardini and the Giardini Medicare team for their expertise to present the key questions surrounding Medicare.

Our recorded Medicare 101 Webinar replay presents a great deal of detail. We encourage you to explore all of your options as you become Medicare eligible.

Medicare is an important element of your retirement strategy. Visit our Medicare Planning page to get connected with more Medicare resources including the "Your Transition to Medicare Guidebook", presented in the webinar.