Broker Check

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.

Event Registration