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2017 Events

Forecast 2017

February 9, 2017

Presented by: Bruce Altheide, CFP®

Root 246 Restaurant
420 Alisal Rd.
Solvang, CA 93463


Tax Reduction Strategies

March 8, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

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


401(k)’s and Pensions

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

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


IRA's and Personal Retirement Plans

June 7, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

June 15, 2017
Presented by: Bruce Altheide, CFP®
Location: Vandenberg Village Branch


Half-Time Update

August 9, 2017

Presented by: Bruce Altheide, CFP®

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


Retirement Income Strategies

September 13, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

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


Image result for estate planningEstate Planning

October 18, 2017
Presented by: Michael Johnson
Location: San Luis Obispo Branch

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