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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 23, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

September 23, 2020

1:00p - 2:00p

Virtual Meeting on Zoom Platform

August 26, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

August 26, 2020

1:00p - 2:00p

Virtual Meeting on Zoom Platform

July 29, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

July 29, 2020

1:00p - 2:00p

Virtual Meeting on Zoom Platform

June 24, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

June 24, 2020

2:00p - 3:00p

Virtual Meeting on Zoom Platform

June 4, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

June 3, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

May 15, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

May 6, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights with a Timely Market Update May 6th @ 6:00 PDT

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!" In addition to the New Tax Law Highlights, our speakers, Stu Johnson, CFP, Branch Manager and Alex Sierra, Investment Adviser from Cetera Investors will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

May 6, 2020

2:00p - 3:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights with a Timely Market Update May 6th @ 2:00 PDT

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!" In addition to the New Tax Law Highlights, our speakers, Gene Goldman, CFA, Chief Investment Officer and Director of Research, Stu Johnson, CFP, Branch Manager and Alex Sierra, Investment Adviser from Cetera Investors will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

April 22, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights with a Timely Market Update April 22nd @ 6:00 PM PDT

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!" In addition to the New Tax Law Highlights, our speakers, Stu Johnson, CFP, Branch Manager and Alex Sierra, Investment Adviser from Cetera Investors will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

April 22, 2020

2:00p - 3:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights with a Timely Market Update April 22nd @ 2:00 PM PDT

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!" In addition to the New Tax Law Highlights, our speakers, Gene Goldman, CFA, Chief Investment Officer and Director of Research, Stu Johnson, CFP, Branch Manager and Alex Sierra, Investment Adviser from Cetera Investors will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

April 14, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

March 12, 2020

6:30p - 8:00p

Claim Jumper

February 27, 2020

6:30p - 8:00p

Mimi's Cafe

February 25, 2020

6:30p - 8:00p

Cetera Investors Office

Event Registration