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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.

Event Registration