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Upcoming Events

Whether it’s keeping up with trends or discussing some other topic, we are dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call at (805) 733-7899. We’ll be happy to add you to our guest list.

2019 Forecast 

February 14, 2019

Presented by: Bruce Altheide, CFP®

Root 246 Restaurant
420 Alisal Rd.
Solvang, CA 93463

Social Security

April 23rd, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch

April 24th, 2019
Presented by: Bruce Altheide CFP®
Location: Vandenberg Village Branch

Half-Time Report

Agugust 8th, 2019
Presented by: Bruce Altheide CFP®

Radisson Hotel Santa Maria
3455 Skyway Dr.
Santa Maria, CA 93455

Retirement Planning

September 10th 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch

September 11th, 2019
Presented by: Bruce Altheide CFP®
Location: TBD

Estate Planning

October 22nd, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch

October 23rd, 2019
Presented by: Bruce Altheide CFP®
Location: TBD