Registration will open on August 10, 2022

Tax Planning for the Remainder of 2022
Thurs., Sept. 15, 2022 | 4:00 – 5:30 PM | Zoom Webinar
Presenter: Ward Pynn, CPA, Partner, RGP, LLP

 

 


Trust and Estate Planning – What You Really Need to Know
Thurs., Sept. 22, 2022 | 4:00 – 5:30 PM | Zoom Webinar
Presenter: R. Gordon Baker, Jr., Estate Planning Attorney

 

 


Special Needs Planning: Much More Than Government Benefits
Thurs., Sept. 29, 2022 | 4:00 – 5:30 PM | Zoom Webinar
Presenter: Kirsten Howe, Managing Partner, Absolute Trust Counsel

 

 


 

Watch the 2021 Finance 102 programs:

Finance 102: Investing During Uncertain Times
Thursday, September 30, 2021 | 7:00 – 8:30 PM
Presenter: Annalise Morris, Vice President, Wealth Management Advisor, Merrill Lynch

WATCH THE VIDEO HERE>


Finance 102: Trust and Estate Planning in Today’s Environment
Thursday, September 23, 2021 | 7:00 – 8:30 PM
Presenter: Joan Grimes, Attorney, Law Office of Joan Grimes

WATCH THE VIDEO HERE>


Finance 102: Cybersecurity and Partnering with the FBI
Thursday, September 16, 2021 | 7:00 – 8:30 PM
Presenter: Enrique Alvarez, Special Agent of FBI San Francisco’s Cyber Branch

WATCH THE VIDEO HERE>


Watch the 2021 Finance 101 programs:

Finance 101: Social Security and Medicare: Get What’s Yours
Presenter: Ian B. Wetherell, Senior Director, Principal Global Investors
Thursday, April 22, 2021

WATCH THE VIDEO HERE>


Finance 101: Medi-Cal Eligibility Rules & Special Needs Planning Basics
Presenter: Kirsten Howe, Absolute Trust Counsel
Thursday, April 8, 2021

WATCH THE VIDEO HERE>


Finance 101: Why Should I Own Life Insurance
Presenters: JP McDermott & Jane Vidal, Financial Planners, MML Investors Services, LLC
Thursday, March 25, 2021

WATCH THE VIDEO HERE>


Finance 101: U.S. 2021 Economic Outlook: Into the Stimulus Slingshot
Presenter: George Noceti, Senior Wealth Advisor, Morgan Stanley
Thursday, March 11, 2021

WATCH THE VIDEO HERE>


 

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