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