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2018 Past Events

Retirement Planning

May 8, 2018
Time: 5:30 p.m.
Presented by: Aaron Hendry
Location: Crossroads Branch in Santa Maria

May 9, 2018
Time: 5:30 p.m.
Presented by: Michael Johnson
Location: San Luis Obispo Branch

Making the Most of Social Security

March 27, 2018
Time: 5:30 p.m.
Presented by: Aaron Hendry
Location: Crossroads Branch in Santa Maria

March 28, 2018
Time: 5:30 p.m.
Presented by: Michael Johnson
Location: San Luis Obispo Branch

Details

Retirement Planning

February 27, 2018

Presented by: Bruce Altheide, CFP®

VAFB Airman & Family Readiness Center
11:30 am- 12:30 pm
*Lunch will be provided

Forecast 2018

February 7, 2018

Presented by: Bruce Altheide, CFP®

Root 246 Restaurant
420 Alisal Rd.
Solvang, CA 93463

2017 Past Events

Estate Conservation

October 24, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

October 25, 2017
Presented by: Bruce Altheide, CFP®
Location: Vandenberg Village Branch

November 1, 2017
Presented by: Aaron Hendry
Location: Crossroads Branch in Santa Maria

                         

Retirement Income Strategies

September 19, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

September 21, 2017
Presented by: Bruce Altheide, CFP®
Location: Vandenberg Village Branch

September 27, 2017
Presented by: Aaron Hendry
Location: Crossroads Branch in Santa Maria

                         

Half-Time Update 2017

August 9, 2017

Presented by: Bruce Altheide, CFP®

Radisson Hotel Santa Maria
3455 Skyway Drive
Santa Maria, CA 93455

Retirement Investment Strategies

May 10, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

May 17, 2017
Presented by: Bruce Altheide, CFP®
Location: Vandenberg Village Branch

Financial Management

April 12, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

March 14, 2017
Presented by: Bruce Altheide, CFP®
Location: Vandenberg Village Branch

Forecast 2017

February 9, 2017 

Presented by: Bruce Altheide, CFP®

Root 246 Restaurant
420 Alisal Rd.
Solvang, CA 93463