Past Events

Beltane, an ancient Celtic festival celebrated on May Day, signifying the beginning of summer.

May is Asian Pacific American Heritage Month in the United States. The month of May was chosen to commemorate the immigration of the first Japanese [...]

Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group & Phil Walker, VP, Finances of America Reverse Download flier [...]

Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and [...]

Strategic Partner: The Reverse Mortgage Group  Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group Details/Register 2.0 CFP CE Hours [...]

Strategic Partner: Cantor Fitzgerald Details/Register 

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Panel: Greg Friedman, Co-Founder and CEO, Private Ocean Eric Swensen, Principal, Vista Wealth Management Tom Tracy, Chief Client Officer and a Member of the Executive [...]

Strategic Partner - EMQQ  Details/Register 1.0 Hour CFP CE Credit

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Speaker(s): Shawn Tydlaska, CFP®, MBA Details/Register 

Speaker(s): Ambassador John Emerson, Vice Chairman, Capital Group International, Inc. Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register   

Details/Register Register by December 1, 2020

Presenter: Eric Yuhasz Details/Register

Speaker(s): Dana Vollmer, 5X Olympic Gold Medalist, Sports and Wellness Programming Specialist, ELS Architecture and Urban Design, CEO, Dana Vollmer, LLC, Speaker Details/Register