Events

Topgolf Happy Hour | Clients & Guests Welcome

Join us for a casual Topgolf happy hour in San Jose. No presentation, just a relaxed evening to connect, enjoy drinks, and have some fun. Clients and guests are welcome.

Smart Social Security Claiming Strategies for Retirement | Limited Seating

Join us for an educational dinner seminar focused on helping retirees and those approaching retirement better understand their Social Security options and how to create reliable income in retirement. During this event, we will cover key Social Security claiming strategies, common mistakes that can permanently reduce benefits, and ways retirees can structure their assets to create dependable retirement income. This seminar is ideal for individuals age 55 and older who are approaching retirement or have recently retired and want to make informed decisions about Social Security and their retirement income plan. Seating is limited.

Planning for What’s Next: Market Insights and Retirement Strategies for Educators

Join us for an insightful webinar designed specifically for educators with 403(b) retirement plans. A representative from Orion Portfolio Solutions will review market performance so far in 2025 and share a forward-looking outlook for the remainder of the year. Whether you're early in your career or nearing retirement, this session will provide practical tools and perspectives to help you make confident, well-informed financial decisions.

Medicare Made Simple!

Confused about Medicare? You’re not alone. Join us for a complimentary educational presentation that breaks down the parts of Medicare, enrollment timelines, and how to avoid common (and costly) mistakes. Whether you're turning 65 soon or helping a loved one navigate their options, this session will give you the clarity and confidence you need.

CalPERS, CalSTRS, and Social Security Presentation

Please register to receive webinar invite to your email. Looking forward to seeing you soon!

CalSTRS / PERS Presentation

Benefits Fair

Long Term Care Planning Event

Virutal Webinar covering Long Term Care in California

Join Us for Planning Health Care Costs in Retirement

The Nationwide Retirement Institute Health Care program helps you simplify the complexity of Medicare and health care costs in retirement. Learn about the program's suite of education materials and tools, including the Health Care Cost Assessment. Our hands-on support enables you to quantify health care costs and create a custom plan.

CalSTRS / PERS Virtual Presentation

Virtual Presentation on CalSTRS / PERS

3 Key Market Themes for the Remainder of 2022

Meet Gene Goldman, Chief investment Officer/Director of Research at Cetera Financial Group