Forecast 2020
February 12, 2020
Presented by: Bruce Altheide, CFP®
Root 246 Restaurant
420 Alisal Rd.
Solvang, CA 93463
Bridge the Gap
January 15th, 2020
Questions Aging Parents & Adult Children Must Address
Presented by Michael Johnson
Location: San Luis Obispo Branch
Estate Planning Seminar
November 5th, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch
Retirement Income Seminar
October 1st, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch
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
Social Security Seminar
April 30th, 2019
Presented by: Michael Johnson
Location: San Luis Obispo Branch
Half-Time Report
August 4, 2022
Presented by: Bruce Altheide, CFP®
Location: Craft House at Corque, Solvang