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

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

Past Events

May 23, 2023

10:00a - 11:00a

Zoom

Medicare 101

Are  you approaching Medicare eligibility? Learn the A, B, C, and D or Medicare to make fully informed decisions. 

April 26, 2023

10:00a - 11:00a

Zoom

Social Security: 5 Things You Need to Know

Learn why Social Security is a critical component of an effective retirement plan and how making the right decisions can drive your retirement success. 

March 30, 2023

10:00a - 11:00a

Zoom

Estate Planning- Explained In A Way We Can All Understand

Learn how to plan for you and your loved ones.

February 22, 2023

11:30a - 1:00p

Food Share Oxnard

January 26, 2023

1:00p - 2:00p

Zoom

The Market, Economy and Geopolitics

Join us for a conversation about the market, economy and geopolitics.

October 25, 2022

10:00a - 11:00a

Zoom

Our Minds vs. The Markets

Amid market uncertainty and with the election upcoming, we invite you to join us as we explore why our brains might be giving us bad advice.

September 21, 2022

10:00a - 11:00a

Zoom

Planning and Funding your Child’s Higher Education

The ins and outs of the college admissions process and how parents can plan ahead

August 23, 2022

6:30p - 7:30p

Zoom

Guide to the Market

Hear insights on today's most critical economic and investment topics

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

2:00p - 3:00p

zoom

Guide to the Market

hear insights on today's most critical economic and investment topics

February 9, 2022

10:00a - 11:00a

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

What you need to know about long term care insurance.

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