Events

Whether it’s keeping up with market trends or the latest on Social Security, our team is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call or register for the event online. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

July 27, 2021

10:30a - 11:30p

Zoom

"5 Smart Investing Strategies" Webinar

When it comes to investing, there’s no shortage of theories, approaches, and ideas. In this webinar, Tori & Alex seek to simplify the investing process by reviewing 5 strategies that can help guide your approach to the financial markets.

May 12, 2021

6:00p - 6:45p

Zoom

CalSTRS/CalPERS Pension Webinar - 6:00PM

We will review the CalSTRS and CalPERS formulas, qualifications for retirement, survivor benefit options, the Windfall Elimination Provision and the Government Pension Offset, supplemental retirement accounts, and much more. Event funded in whole by Security Benefit

May 12, 2021

4:00p - 4:45p

Zoom

CalSTRS/CalPERS Pension Webinar - 4:00PM

We will review the CalSTRS and CalPERS formulas, qualifications for retirement, survivor benefit options, the Windfall Elimination Provision and the Government Pension Offset, supplemental retirement accounts, and much more. Event funded in whole by Security Benefit.

April 28, 2021

6:00p - 6:30p

Zoom

"Savvy Social Security Planning" Webinar - 6PM

Join us to learn more about Social Security and a handful of strategies to implement when it comes time for you to claim.

April 28, 2021

1:00p - 1:30p

Zoom

"Savvy Social Security Planning" Webinar - 1PM

Join us to learn more about Social Security and a handful of strategies to implement when it comes time for you to claim.

March 24, 2021

6:00p - 6:45p

Zoom

"Savvy IRA Planning" Webinar - 6:00PM

Join us for our 45 minute webinar, "Savvy IRA Planning"! Financial advisor team, Tori Gutierrez and Alex Sierra, answer several common IRA questions, as well as 3 Savvy IRA strategies.

March 24, 2021

1:00p - 1:45p

Zoom

"Savvy IRA Planning" Webinar - 1:00PM

Join us for our 45 minute webinar, "Savvy IRA Planning"! Financial advisor team, Tori Gutierrez and Alex Sierra, answer several common IRA questions, as well as 3 Savvy IRA strategies.

February 24, 2021

6:00p - 6:30p

Zoom

"What You Need To Know For Your 2020 Taxes" Webinar

Tax season is quickly approaching. Most investors will be receiving their tax forms in the mail over the month of February, so now is a great time to review the current tax laws and how they will affect you and your family.

February 24, 2021

1:00p - 1:30p

Zoom

"What You Need To Know For Your 2020 Taxes" Webinar - 1PM

Tax season is quickly approaching. Most investors will be receiving their tax forms in the mail over the month of February, so now is a great time to review the current tax laws and how they will affect you and your family.

January 27, 2021

6:00p - 6:45p

Zoom

"Financial Wellness" Webinar

January is National Financial Wellness Month! Let's begin this fresh new year on the right foot. What does it mean to be financially well? *Keeping spending within one's means ‍ *Being financially prepared for emergencies ‍ *Having access to the information and tools necessary to make good financial decisions ‍ *Having a plan for the future Join us for our 45 minute webinar that will provide you with strategies and resources to be financially well!

January 27, 2021

1:00p - 1:45p

Zoom

"Financial Wellness" Webinar

January is National Financial Wellness Month! Let's begin this fresh new year on the right foot. What does it mean to be financially well? *Keeping spending within one's means *Being financially prepared for emergencies *Having access to the information and tools necessary to make good financial decisions *Having a plan for the future Join us for our 45 minute webinar that will provide you with strategies and resources to be financially well.

December 10, 2020

6:00p - 7:00p

Zoom

All Things Bubbles!

Join us for our exclusive holiday virtual winetasting! Our favorite local sommelier, Brianne Cohen, will teach us about the different styles of bubbly made in different regions of the world. Brianne will discuss Champagne, Cremant, Prosecco, Cava, domestic sparkling, glassware tips, and food pairings! We ask that you bring two bottles of sparkling wine to enjoy during the class! Prosecco is a good choice for your first bottle. And for the second bottle Brianne recommends: Champagne, Cava, Cremant, or a domestic sparkling. We look forward to celebrating the upcoming holidays with you virtually!

November 18, 2020

6:00p - 6:45p

Zoom

"Medicare Basics: Providing Healthcare Solutions To Seniors"

In 30 minutes, our certified Medicare expert, Fanny Pacheco, will cover what you need to know about Medicare to successfully transition your healthcare coverage to include Medicare.

November 18, 2020

1:00p - 1:45p

Zoom

"Medicare Basics: Providing Healthcare Solutions To Seniors"

In 30 minutes, our certified Medicare expert, Fanny Pacheco, will cover what you need to know about Medicare to successfully transition your healthcare coverage to include Medicare.

September 23, 2020

6:00p - 7:00p

Zoom

A Guide To Investing During An Election Webinar

U.S. voters will cast their ballots for the presidential election by this November. How do investors survive the uncertainty and invest with confidence? Our speaker will address questions about investing during an election year, drawing insights from over 85 years of investment data across 22 election cycles.

September 23, 2020

1:00p - 2:00p

Zoom

A Guide To Investing During An Election Webinar

U.S. voters will cast their ballots for the presidential election by this November. How do investors survive the uncertainty and invest with confidence? Our speaker will address questions about investing during an election year, drawing insights from over 85 years of investment data across 22 election cycles.

August 26, 2020

6:00p - 6:45p

Zoom

Estate Planning During A Pandemic

With the pandemic being a wake up call for many, advanced health care directives, wills, powers of attorney, living trusts, life insurance, etc. are more important than ever.

August 26, 2020

1:00p - 1:45p

Zoom

Estate Planning During A Pandemic

With the pandemic being a wake up call for many, advanced health care directives, wills and powers of attorney, living trusts, life insurance, etc. are more important than ever.

July 29, 2020

6:00p - 7:00p

Zoom

Social Security Planning 101

Join us to learn strategies to maximize your Social Security benefit, along with a timely market update.

July 29, 2020

1:00p - 2:00p

Zoom

Social Security Planning 101

Join us to learn strategies on how to maximize your Social Security benefit, along with a timely market update.

July 8, 2020

10:00a - 10:45a

Zoom

"California Teacher's Retirement & Coffee" Webinar

Enjoy your morning coffee with us as we review the California public school teacher's pension and 403b savings plans.  The first 40 RSVPs for this webinar will receive a $10 Starbucks gift card in the mail for a coffee on us.

July 1, 2020

10:00a - 10:30a

Zoom

"Navigating Financial Markets" 30 Minute Webinar

Smart investing can overcome the power of emotion by focusing on relevant research, solid data, and proven strategies. Join us for a 30 minute webinar with John Sulzicki from American Funds as he reviews seven principles that can help fight the urge to make emotional decisions in times of market turmoil.

June 24, 2020

6:00p - 7:00p

Zoom

"Savvy IRA Planning for Baby Boomers" Webinar

Learn strategies on how to save money on taxes and get money out of your IRA.

June 24, 2020

2:00p - 3:00p

Zoom

"Savvy IRA Planning for Baby Boomers" Webinar

Learn strategies on how to save money on taxes and get money out of your IRA.

June 4, 2020

6:00p - 7:00p

Zoom

What You Need To Know About The CARES Act

Join us to learn more about The Coronavirus Aid, Relief and Economic Security (CARES) Act, along with an update on the market.

June 3, 2020

6:00p - 7:00p

Zoom

What You Need To Know About The CARES Act

Join us to learn more about The Coronavirus Aid, Relief and Economic Security (CARES) Act, along with an update on the market.

May 15, 2020

6:00p - 7:00p

Zoom

Teacher & Staff Appreciation FREE Virtual Wine Tasting!

To celebrate teacher & staff appreciation week, let's sip together during a virtual wine tasting 101 class led by sommelier, Brianne Cohen!

May 6, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights with a Timely Market Update May 6th @ 6 p.m.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!!! In addition to the New Tax Law Highlights, our speakers, Stu Johnson, CFP, Branch Manager, and Alex Sierra, Investment Adviser from Cetera Investors, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

May 6, 2020

2:00p - 3:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights with a Timely Market Update May 6th @ 2 p.m.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!!! In addition to the New Tax Law Highlights, our speakers, Gene Goldman, CFA, Chief Investment Officer & Director of Research, Stu Johnson, CFP, Branch Manager, and Alex Sierra, Investment Adviser from Cetera Investors, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

April 22, 2020

6:00p - 7:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights With A Timely Market Update April 22nd @ 6 P.M.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!!! In addition to the New Tax Law Highlights, our speakers, Stu Johnson, CFP, Branch Manager, and Alex Sierra, Investment Adviser from Cetera Investors, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

April 22, 2020

2:00p - 3:00p

Virtual Meeting on Zoom Platform

Webinar: New Tax Law Highlights With A Timely Market Update April 22nd @ 2 P.M.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!!! In addition to the New Tax Law Highlights, our speakers, Gene Goldman, CFA, Chief Investment Officer & Director of Research, Stu Johnson, CFP, Branch Manager, and Alex Sierra, Investment Adviser from Cetera Investors, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.

March 19, 2020

5:00p - 6:30p

Elizabeth House Main Office

Volunteer Event for Non-Profit, Elizabeth House, in Pasadena, CA

Help us assemble women's wellness kits for the clients of the Elizabeth House, a non-profit in Pasadena, CA.

February 25, 2020

6:30p - 8:00p

Cetera Investors Monrovia Office

The New Tax Law Educational Dinner Workshop: "20+ Questions Every Person, Family, and Business Must Answer Soon"

Learn more about tax strategies you can implement to take advantage of current tax rates and tax brackets that will have a positive impact on you, your family, and/or your business. Dinner will be served.

February 14, 2020

9:00a - 10:30a

Pasadena Chamber of Commerce

Ribbon Cutting - Pasadena Chamber of Commerce

We are proud new members of the Pasadena Chamber of Commerce! Please join us at our ribbon cutting this Valentine's Day for coffee, champagne, and pastries to celebrate our new partnership with The Chamber. Can't wait to see you there!

December 7, 2019

3:00p - 6:00p

Cetera Investors Office (Formerly Foresters Financial)

Cetera Investors Holiday Open House

Celebrate the holidays with us over food, drinks, and games!

Event Registration