Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
August 30, 2022
6:00p - 6:45p
Virtual Webinar
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.
August 30, 2022
3:00p - 3:45p
Virtual Webinar
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.
June 28, 2022
1:00p - 1:30p
Virtual Event
Getting to know the client portal: Adviceworks
Join us as we help you navigate your online Client portal: 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!
May 3, 2022
6:00p - 6:30p
Virtual Event
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.
May 3, 2022
12:00p - 12:30p
Virtual Event
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.
March 29, 2022
6:00p - 6:30p
Virtual Webinar
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.
February 23, 2022
6:00p - 6:45p
Virtual Webinar
2022 Taxes: What You Need to Know 6 PM
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
February 23, 2022
1:00p - 1:45p
Virtual Webinar
2022 Taxes: What You Need to Know 1 PM
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
March 18, 2021
2:00p - 3:00p
Virtual
In the room: with Dr. Ben S. Bernanke
You’ll hear what’s really happening at the Fed and why it matters, as Cetera’s Chief Investment Officer and market specialist Gene Goldman takes you behind the scenes and IN THE ROOM during this one-on-one conversation.
March 9, 2021
6:00p - 7:00p
Virtual Webinar
The Arizona State Retirement System & More
Join Emily Stead and Christine Melancon 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
February 23, 2021
6:00p - 7:00p
Virtual Webinar
2021 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
November 14, 2020
10:30a - 11:30a
Virtual Seminar
Client Holiday Event
I will be hosting a Client Appreciation Event virtually, from the comfort of your home! I will be walking you and your family through my favorite Thanksgiving Morning Breakfast.
August 11, 2020
5:30p - 6:15p
the comfort of your home
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!
July 23, 2020
5:00p - 5:45p
the comfort of your home
Your Pension and You
Join Emily Stead and Christine Melancon 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
July 7, 2020
5:30p - 6:00p
Virtual Webinar
Financial Literacy 101
Ready to pursue your financial goals, like budgeting, savings, and planning for the future? The Financial Literacy 101 webinar will help you work toward your goals of financial freedom. The virtual webinar is coming up on 7/7 at 5:30 PM. Bring a friend and join Emily Stead and Emmanuil Kandinov to learn more and have your questions answered.
May 12, 2020
2:30p - 3:15p
Virtual Seminar
Market Update with Russell Investments
Market Update: current events and their progression and impact upon the economy and investments
April 14, 2020
3:00p - 4:00p
Virtual Seminar
Market Volatility with Gene Goldman CIO, CFA
A confluence of global events is causing major market swings, and investors are looking for answers. Please join us with Gene Goldman, Cetera's Chief Investment Officer, to talk about the current market conditions.