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Events

Upcoming Events

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

Past Events

August 5, 2021

11:00a - 11:30a

Webcast presentation via Zoom

Mid-Year Economic and Market Update

Please join us for an insightful webcast to discuss: ‎ • Economic and Market Update • Proactive Guidance • Equity Market Review • Interest Rates • Cost of Safety • Proactive Tax Planning for 2021‎

May 13, 2021

11:00a - 12:00p

Virtual presentation via Zoom

My brain made me do it: strategies to help you make better decisions

My brain made me do it: strategies to help you make better decisions In this session, you’ll have an opportunity to: -Investigate how we typically make decisions -Understand how our decision-making process contributes to common investment mistakes -Learn how to train our brains to avoid those mistakes

May 6, 2021

11:00a - 12:00p

Virtual presentation via Zoom

Economic and Market Update

Please join us for an insightful webinar to discuss: ‎ -The overall health of the global economy -Equity Market Review‎ -Interest Rates -Cost of Safety -Proactive Tax Planning for 2021 -A new Administration

April 15, 2021

6:30p - 7:30p

Zoom Webinar

Tax Planning Workshop (Part 2): Potential Tax Law Changes Proposed By The New Biden Administration

We would like to share with you some of the tax law changes that President Biden proposed during his presidential campaign and what they could mean for you. There is so much information out there to digest, so our hope is to simplify it down to some of the key items that we feel our clients would like to be aware of. Our goal is to help you make the path toward your financial goals tax-efficient, so we need to be aware of potential tax law changes.

March 31, 2021

6:30p - 8:00p

Zoom Webinar

Tax Planning Workshop (Part 1): Helpful Information for Filing 2020 Income Taxes and Proactive Tax Planning for 2021

Tax planning is more complex, important, and deadline-driven than ever in 2021, due to the tax and financial tumult of the Covid19 crisis, and the stakes are raised by the past November election.

November 17, 2020

6:30p - 7:30p

Via Zoom

Predictable Retirement Income in Times of Uncertainty

Join Daniel Farid Yasharel and City National as we discuss:  How to diversify your investment portfolio according to your specific needs goals and circumstances.  How to make a tax preferable income plan for and during retirement.  Changes in legislation that could affect your retirement Today’s environment makes this conversation more important than ever, Senior Portfolio Manager Rachel Crane and Senior Wealth Planner Alan Wolberg will be discussing strategies and investment vehicles that can help you navigate the uncertainty in 2020 and create a long term plan personalized for your needs. This webinar will be an open discussion, so we welcome your questions and comments.

October 29, 2020

6:30p - 7:45p

Zoom Webinar

Quarterly Economic Update: Third Quarter 2020 Webinar

Please join us to review the Third Quarter 2020 as we will discuss the following: Economic and Political Concerns, Strategies for Investors During Market Volatility, Investor Outlook, Interest rates, Home Mortgages, and Personal Loans, Credit Card Debt, Savings Account, Income Investors

October 20, 2020

6:30p - 7:30p

Zoom Webinar

Proactive Year-End Tax Planning and Potential Strategies to Consider in a Joe Biden Presidency

Year-end tax planning is more complex, important, and deadline-driven than ever in 2020, due to the tax and financial tumult of the Covid19 crisis, and the stakes are raised by the November election, which will determine the precise strategies to take by the end of the year. This workshop covers: Potential strategies under the Biden proposed tax plan Bracket management Low rates, the scheduled sunset under Biden Gain harvesting to capture a rate advantage The mathematics of loss harvesting Roth conversions Itemizing deductions strategically Funding tax-preferenced accounts 529 Plans for elementary and high-school tuition Charitable contribution strategies Year-end estate and gift planning

September 24, 2020

6:30p - 7:30p

Via Zoom Webinar

Strategies to Maximize Social Security Benefits

As we approach retirement, it is more important than ever to understand the role that Social Security can and should play in your overall retirement income plan. Join our live webinar to learn how Social Security benefits work for you and your family about the potential opportunities you may have to increase your benefits throughout retirement.

September 2, 2020

6:30p - 7:30p

Via ZOOM Webinar

The Psychology of Investing

Join us for a webinar on the investing mistakes you may not know you are making. Regardless of how sophisticated or well-intentioned an investor you are, we are all susceptible to thoughts and emotions that can be detrimental to our investments. Join us to discuss what behaviors to watch out for, the impact they can have on your wealth, and how to minimize the impact of emotions on your investments.

August 19, 2020

6:30p - 7:30p

Via ZOOM Webinar

The Psychology of Investing

Join us for a webinar on the investing mistakes you may not know you are making. Regardless of how sophisticated or well-intentioned an investor you are, we are all susceptible to thoughts and emotions that can be detrimental to our investments. Join us to discuss what behaviors to watch out for, the impact they can have on your wealth, and how to minimize the impact of emotions on your investments.

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