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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

🛸 May the 4th be With You Star Wars party! 🌠

7 Lessons You Never Learn in School

7 Lessons You Never Learn in School

🙌 FJP hosted a webinar with a special guest, Barry Garapedian. He works with young adults from 14 to 30 to teach them skills to succeed. 

Our special guest speaker is Barry Garapedian, President & CEO of MAG 7 Consulting. Barry is a dynamic speaker, and we are pleased to host him and that he has made his material available.

While the webinar was geared toward what he calls young minds, there was something for everyone. 

Medicare Primer - Making Medicare Work for You

Medicare Primer - Making Medicare Work for You

Joined by Jennifer Taboada, Director & Senior Financial Wellness Consultant & National Speaker for BlackRock who provided a wealth of information on Medicare for those on the program and primarily those nearing 65.

The event was summarived in our Making Medicare Work for You blog post and her event materials and a recording are availabel with a quick reference guide.

We encourage you to visit our Medicare Planning web page for this material and other resources. Medicare is one of those critical decisions you need to make as part of planning for retirement but it doesn't have to be complicated with the right information. Contact us if you need help.

State of the Economy Webinar 

State of the Economy Webinar 

Joined by Michael Riggs, who is a Senior Strategist at State Street Global Investors for a discussion of the state of the economy for this informative webinar.  We regularly use ETFs from State Street in our client portfolios, and they are a great partner for us.

FJP Wealth Manager Scott Manley and Michael discussed important topics about the state of the US economy and the outlook for 2024. This article will recap the important points from the webinar.

Each year we bring in strategists from different companies we work with to bring their expertise to our clients. We host other smaller client events to regularly update on the markets and the economy. These events can not be recorded but often summarized in our blog.

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.

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.

Check out the photos from our 2023 SUPER FUN Client Appreciation Party!