Broker Check

805.733.7899
1075 E Betteravia Rd
Santa Maria, CA 93454

Past Events

Forecast 2020

Forecast 2020

February 12, 2020

Presented by: Bruce Altheide, CFP®

Root 246 Restaurant
420 Alisal Rd.
Solvang, CA 93463

Bridge the Gap 

Bridge the Gap 

January 15th, 2020

Questions Aging Parents & Adult Children Must Address

Presented by Michael Johnson 

Location: San Luis Obispo Branch



<strong>Estate Planning Seminar</strong>

Estate Planning Seminar

November 5th, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch


Retirement Income Seminar

Retirement Income Seminar

October 1st, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch

Half-Time 2019 Report

Half-Time 2019 Report

August 8th, 2019

Presented by: Bruce Altheide CFP®

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

Making the Most of Social Security

Making the Most of Social Security

Social Security Seminar

April 30th, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch