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Past Events

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

2019 Forecast 

February 14, 2019

Presented by: Bruce Altheide, CFP®

Root 246 Restaurant
420 Alisal Rd.
Solvang, CA 93463