Events

Client Webinar - Estate Planning Basics: Wills and Trusts Made Simple

Shred Day

7 Principles For Generating Retirement Cash Flow

Planning for retirement isn't just about building wealth - it's about turning that wealth into reliable income that lasts. In this informative webinar, "Seven Principles for Generating Retirement Cash Flow," we'll explore the key strategies retirees and pre-retirees can use to create a steady, sustainable income throughout retirement.

Annual Open House Tailgate

Join me for our Annual Open House and Tailgating.

Client Webinar-Market Outlook With a Twist

What do investment themes for the rest of 2025 and HBO's hit Series The White Lotus have in common? Join us for an exclusive and engaging conversation with Gene Goldman, Chief Investment Officer, Cetera Wealth Management to find out.

Paddles, Putts & Pints- Client Event at Electric Pickle

We’re serving up an evening of food, fun, and friendly competition—and you’re invited! Pickleball, golf simulators, cornhole, cocktails—there’s something for everyone. Whether you’re swinging a paddle or just swinging by for a drink and good company, this client appreciation night is all about celebrating you. Come for a little or stay the whole time—we’d love to see you there!

Navigating Retirement Income: A Process for Retirement Preparedness

This informative session will guide you through the process of preparing for retirement, addressing risks such as longevity, sequence of returns, and rising healthcare costs. Learn to analyze your retirement situation, understand potential income risks, and evaluate your needs.

Navigating Retirement Income: A Process for Retirement Preparedness

This informative session will guide you through the process of preparing for retirement, addressing risks such as longevity, sequence of returns, and rising healthcare costs. Learn to analyze your retirement situation, understand potential income risks, and evaluate your needs.

Shred Day 2025

Safely dispose of your old documents at our Drive-Up Shred Day Event on April 22nd from 2:00 PM to 6:00 PM at our Phoenix office. Simply drive up — we'll handle the rest!

Webinar on Social Security: Seven Keys to Enhancing Benefits

Join us for expert insights on Social Security, including eligibility, benefit maximization, and timing strategies to help you make the most of your retirement income.

Webinar on Social Security: Seven Keys to Enhancing Benefits

Join us for expert insights on Social Security, including eligibility, benefit maximization, and timing strategies to help you make the most of your retirement income.

Webinar on Social Security: Seven Keys to Enhancing Benefits 6pm

Join us for expert insights on Social Security, including eligibility, benefit maximization, and timing strategies to help you make the most of your retirement income.

Open-House Tailgate

We are hosting an open-house for clients and their families. Please join us for fun, food, and drinks as we close in on Superbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for the family to enjoy!

Medicare, Filling The Gap 5pm Webinar

Join us for an informative webinar to demystify Medicare! We'll cover the different parts of Medicare (A, B, C, D), the enrollment process, plan comparisons, prescription drug coverage, cost management tips, and resources for support. Whether you’re approaching eligibility or helping a loved one, gain valuable insights to make informed healthcare decisions.

Medicare, Filling The Gap 3pm Webinar

Join us for an informative webinar to demystify Medicare! We'll cover the different parts of Medicare (A, B, C, D), the enrollment process, plan comparisons, prescription drug coverage, cost management tips, and resources for support. Whether you’re approaching eligibility or helping a loved one, gain valuable insights to make informed healthcare decisions.

Estate Planning With Wills, Trusts, And Trustees (5pm)

Join us for a webinar on estate planning, where you'll learn the essentials of wills, trusts, tax strategies, and health directives to protect your assets and ensure your wishes are honored. Ideal for anyone looking to start or update their estate plan.

Estate Planning With Wills, Trusts, And Trustees (3pm)

Join us for a webinar on estate planning, where you'll learn the essentials of wills, trusts, tax strategies, and health directives to protect your assets and ensure your wishes are honored. Ideal for anyone looking to start or update their estate plan.

Election Volatility: An Investor's Guide

Join us for a webinar on investing in an election year, with guest speakers CIO of Cetera Investment Management, Gene Goldman and Ashley Williams of Capital Group.

Getting The Most Out Of Your Client Portal: AdviceWorks Second Webinar!

Getting The Most Out Of Your Client Portal: AdviceWorks

Shred Day 2024

Joins us in our office parking lot for Shred Day 2024 to fill our secure bins!

Virtual Long Term Care Event

Curious about how Long Term Care works? Join us for a virtual LTC planning webinar!

Virtual Long Term Care Event

Curious about how Long Term Care works? Join us for a virtual LTC planning webinar!

Open-House Tailgate 2024

Join us for a family friendly Open-House Tailgate at our local Phoenix office. Food, drinks, games and bounce house will be there for everyone to enjoy!

Long Term Care Webinar

Join us to learn more about Long Term Care Planning. The Phoenix office is offering this webinar to all clients and any guests.

Long Term Care Webinar

Join us to learn more about Long Term Care Planning. The Phoenix office is offering this webinar to all clients and any guests.

Shred Day 2023

Joins us in our office parking lot for Shred Day 2023 to fill our secure bins!

Open-House Tailgate

Join us for a family friendly Open-House Tailgate at our local Phoenix office. Complimentary food and drinks provided!

Annual Client Wine Tasting-Virtual

Join us for our 3rd annual sommelier-led virtual client wine tasting event!

Long-Term Care 101

Curious what all the buzz around Long-Term Care is about? You're not alone, experts estimate 70% of people will need to pay for some kind of long-term care expense in their lifetime. Join us for this webinar where we will go through the basics of Long-Term Care.

Long-Term Care 101

Curious what all the buzz around Long-Term Care is about? You're not alone, experts estimate 70% of people will need to pay for some kind of long-term care expense in their lifetime. Join us for this webinar where we will go through the basics of Long-Term Care.

AdviceWorks Tutorial

Join us as we help you navigate your online portal through AdviceWorks. We will review how to log in, where to locate accounts and statements. We will also review some enhanced features you may not know you have access to!

Arizona State Retirement System Review

Join us for a review of the Arizona State Retirement System.  We will discuss retirement options, how to file, and some great resources. 

Arizona State Retirement System Review

Join us for a review of the Arizona State Retirement System.  We will discuss retirement options, how to file, and some great resources. 

Market Update with special guest speaker Mark Eibel

So much has transpired in the last 3 months, we are here to break it down and discuss the market movements and outlook. Our guest speaker Mark Eibel, who you may recognize from appearances on CNBC, will be leading our conversation for this event.

2022 Taxes: What You Need To Know 6PM

Tax season is quickly approaching. Most investors will be receiving their tax forms in the mail over the month of February, so now is a great time to review the current tax laws and how they will affect you and your family. Guest speaker: Max Getz, CPA

2022 Taxes: What You Need To Know 1PM

Tax season is quickly approaching. Most investors will be receiving their tax forms in the mail over the month of February, so now is a great time to review the current tax laws and how they will affect you and your family. Guest speaker: Max Getz, CPA

An Exclusive Conversation with Dr. Ben S. Bernanke

The Arizona State Retirement System & More

Join Christine Melancon and Emily Stead for a special virtual presentation about the Arizona State Retirement System. The first 40 people to register for this event will get a $10 Amazon Gift Card

2021 Taxes: What You Need To Know

Tax season is quickly approaching. Most investors will be receiving their tax forms in the mail over the month of February, so now is a great time to review the current tax laws and how they will affect you and your family. Guest speaker: Max Getz CPA

2021 Taxes: What You Need To Know

Tax season is quickly approaching. Most investors will be receiving their tax forms in the mail over the month of February, so now is a great time to review the current tax laws and how they will affect you and your family. Guest speaker: Max Getz CPA

Women and Money: Taking Charge of Your Future

Together we'll take a look at some of the unique financial challenges women often face, and then some of the steps women can take to take charge of their financial future. The first 30 people to sign up will get a $10 gift card to Amazon for some shopping on us!

Your Pension and You

Planning Life's Big Moments

Market Update Zoom Call

Market Volatility With Gene Goldman CIO, CFA

You are warmly invited to "Market Volatility with Gene Goldman CIO, CFA", our virtual seminar on Tuesday 4/14 at 3:00 PM. I hope you'll be able to join us!