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
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.