Events & Webinars
We keep you updated on the latest, ever-changing market trends, current events, and other financial things that keep you up at night.
Upcoming Events
April 25, 2024
6:00p - 7:00p
NOLA Conference Room
CalSTRS/CalPERS Retirement Seminar
Enjoy your evening dinner with us as we review the California public school teacher's and public employee pension plans. We will review: The CalSTRS/CalPERS pension formulas How to calculate your pension benefit COLAs, age factors, final salary qualifications
Past Events
February 21, 2024
6:00p - 7:00p
NOLA Conference Room
"Building A Solid Financial Foundation" Dinner Seminar
During this seminar financial advisor, Brandon Chhan, will cover: » The importance of a budget » The mechanics of credit » Smart ways to pay off debt » Strategies to build a solid financial foundation for success
January 30, 2024
5:00p - 6:30p
NOLA Building Conference Room
"Retirement Planning For Educators" Seminar
Learn what you need to know, specifically as an educator, to retire with your maximum benefits! Our goal is to equip you with the knowledge you need to make the most important decisions for your retirement.
January 25, 2024
6:00p - 7:00p
El Torito Grill
CalSTRS/CalPERS Retirement Seminar
Enjoy your evening dinner with us as we review the California public school teacher's and public employee pension plans. We will review: The CalSTRS/CalPERS pension formulas How to calculate your pension benefit COLAs, age factors, final salary qualifications
January 13, 2024
8:00a - 12:00p
Brookside Golf Course
Golf With Alex - January
Join a foursome with Alex for 18 holes at Brookside Golf Course at the Rose Bowl in Pasadena, CA on a mutually agreed upon date and time.
December 23, 2023
8:00a - 12:00p
Brookside Golf Course
Golf With Alex - December
Join a foursome with Alex for 18 holes at Brookside Golf Course at the Rose Bowl in Pasadena, CA on a mutually agreed upon date and time.
December 17, 2023
2:00p - 5:00p
NEW Cetera Investors Office
Holiday Cheer & Strategies for the New Year
Holiday Cheer & Strategies for the New Year! Join us at our new office in Pasadena to celebrate the holiday season! We will have drinks, bites, and raffle prizes for you to win! Please RSVP by 12/11. This seminar is funded in part by Security Benefit, Jackson, and Nationwide.
December 10, 2023
8:30a - 10:00a
Griffith Park
Santa Runs Griffith Park 5K/10K
Join us for the 2nd Annual Santa Runs Griffith Park 5K/10K at 8:30am Sunday, December 10th. Trek through the beautiful & historic Griffith Park located in the heart of Los Angeles on December 10th, 2023 along with hundreds of other Santas! Feel free to come in costume, or not!🎅🤶
November 16, 2023
6:00p - 6:45p
Zoom
CalSTRS & CalPERS Pension Webinar 6pm
Calling All California Teachers! Join Us For Our CalSTRS & CalPERS Webinar! Learn how to estimate your monthly income in retirement Guidance on how to choose your survivor benefit option Learn whether or not you will receive Social Security in retirement How to save to fill in the gap in your income Reserve Your Spot Now!
November 16, 2023
4:30p - 5:15p
Zoom
CalSTRS & CalPERS Pension Webinar 4:30pm
Calling All California Teachers! Join Us For Our CalSTRS & CalPERS Webinar! Learn how to estimate your monthly income in retirement Guidance on how to choose your survivor benefit option Learn whether or not you will receive Social Security in retirement How to save to fill in the gap in your income Reserve Your Spot Now!
November 2, 2023
6:00p - 6:45p
Zoom
"Building Your Estate Plan" Webinar with Alex Sierra, CFP®️
Are you prepared for the future? Don't leave your family's financial security to chance! Join us for "Building Your Estate Plan" Webinar, hosted by CFP®️, Alex Sierra. In this enlightening session, Alex will demystify the complexities of estate planning, guiding you through the essential steps to secure your legacy and protect your loved ones. 📅 Date: Thursday, November 2nd ⏰ Time: 6:00pm 📍 Venue: Zoom
October 30, 2023
5:00p - 5:45p
Zoom
"Managing Your Lifestyle" Webinar
Are you ready to build better habits and make your hard-earned dollars work smarter for you? We’ve got just the thing for you! 🚀 Introducing our webinar: "Managing Your Lifestyle" with Wealth Manager, Brandon Chhan.
August 23, 2023
4:00p - 4:45p
Zoom
"CalSTRS/CalPERS Pension" Webinar - 4:00PM
Calling All California Teachers! Join Us For Our Exclusive CalSTRS Webinar! Learn how to estimate your monthly income in retirement, Guidance on how to choose your survivor benefit option, Learn whether or not you will receive Social Security in retirement, How to save to fill in the gap in your income, and much more.
January 24, 2023
4:00p - 4:30p
Zoom
"Crafting Your Investment Strategy With Riskalyze" Webinar
Are we headed toward a recession? Are we not? Regardless of what the outcome is, make sure your portfolio matches YOU. Subjective risk questionnaires nearly always miss the mark. During this webinar, Alex will cover how to craft your investment strategy based on your objective risk score. Questions to consider: How much risk do you want? How much risk do you have? How much risk should you have? How much risk do you need? Learn how to craft your investment strategy based on your risk score.
December 17, 2022
9:00a - 1:00p
Brookside Golf Course
Golf With Alex
Join a foursome with Alex for 18 holes at Brookside Golf Course at the Rose Bowl in Pasadena, CA on a mutually agreed upon date and time.
December 4, 2022
2:00p - 4:00p
South Hills Country Club
Holiday Cheer & Strategies For The New Year!
You're invited to our LA Office's "Holiday Cheer and Strategies For The New Year" at South Hills Country Club! We will have beverages and bites for you to enjoy. Please RSVP by November 21st. We look forward to spending time with you to celebrate the end of a great year. This event is funded in part by First Trust, Security Benefit and Invesco.
December 1, 2022
6:00p - 8:00p
Hipcooks East LA
Viva España: ¡Paellas!
For our special holiday event, we will be making (and eating!) paella from scratch! We will also be hearing from our friend and partner from Athene, Sheree Lavelle, on paving the road to retirement. Alex and I are excited to make Valencia, Spain's most famous and delicious dishes right along side you!
November 26, 2022
6:30p - 10:30p
Cinemark Downey
Join Us At The Movies!
You and your family are invited to watch Wakanda Forever at Cinemark in Downey! Children are welcome, just keep in mind this movie is rated PG-13!
September 14, 2022
4:00p - 4:45p
Zoom
Medicare Basics: Providing Healthcare Solutions
Our certified Medicare expert, Fanny Pacheco, will cover what you need to know about Medicare to successfully transition your healthcare coverage to include Medicare as you, or your loved one, approaches age 65.
May 20, 2022
4:00p - 6:00p
Mimi's Cafe
After School Special
In the spirit of teacher appreciation month, you're invited to join us for happy hour bites & beverages, a handmade gift, and fun prizes!
March 31, 2022
Zoom
"Business Retirement Plans" Webinar
Learn about California's Retirement Plan Mandate due June 30th, 2022 and the different retirement plans available to you and your business to maximize savings and tax deductions.
February 10, 2022
5:30p - 6:00p
Zoom
"Tax-Managed Investing" Webinar
We will be covering a number of topics focused around investing "non-retirement" (or "non-qualified") money, such as *Taxes: Tax code and impact on investment returns, *Tax-managed investing: Introduction to after-tax wealth, and *The opportunity: Improving after-tax wealth
January 19, 2022
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! Click into the event to view the replay of this webinar.
November 22, 2021
6:00p - 6:45p
Zoom
"Saving For College" Webinar
1.7 trillion dollars. That’s a massive number. To put this figure into perspective, it’s larger than the gross domestic product of all but 11 countries. No company in the Fortune 500 produces even 1/3 that much in annual revenue. It’s enough to buy the Yankees, Lakers, Cowboys and Real Madrid — 90 times over. And it’s how much America’s college graduates owe on their student loans. How do you, as a parent or grandparent, make sure that your future student gets the education they need without being saddled by unbearable student loan debt? Join us for our "Saving For College" webinar on Monday, November 22nd at 6:00pm, when we'll have financial advisor, Yesica Lemus, cover the most impactful and efficient ways to save for your child, or grandchild's, dreams for college.
October 20, 2021
6:00p - 6:30p
Zoom
"Medicare Basics: Providing Healthcare Solutions To Seniors" - 6:00PM
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.
October 20, 2021
1:00p - 1:30p
Zoom
"Medicare Basics: Providing Healthcare Solutions To Seniors" - 1:00PM
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 22, 2021
6:00p - 6:45p
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.
September 22, 2021
1:00p - 1:45p
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.
September 14, 2021
6:00p - 6:30p
Zoom
"Adviceworks: Understanding Your Client Portal" Webinar - 6PM
The AdviceWorks® platform allows us to work together, at any time and from anywhere, to create, adjust, and track progress toward your financial goals. It's designed to give you real-time transparency into your finances and help you get more out of us working together. Join us to learn how to get the most out of your AdviceWorks® client portal.
September 14, 2021
2:00p - 2:30p
Zoom
"Adviceworks: Understanding Your Client Portal" Webinar
The AdviceWorks® platform allows us to work together, at any time and from anywhere, to create, adjust, and track progress toward your financial goals. It’s designed to give you real-time transparency into your finances and help you get more out of us working together. Join us to learn how to get the most out of your AdviceWorks client portal.
September 1, 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.
September 1, 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.
August 25, 2021
6:00p - 6:45p
Zoom
"Estate Planning Basics" Webinar, featuring Attorney, Justin Shiau, Esq. - 6PM
Our guest speaker, the Founder & Principal Attorney of Athlon Legal, Justin Shiau, will guide us through what you need to know about estate planning.
August 25, 2021
2:00p - 2:45p
Zoom
"Estate Planning Basics" Webinar, featuring Attorney, Justin Shiau, Esq. - 2PM
Our guest speaker, the Founder & Principal Attorney of Athlon Legal, Justin Shiau, will guide us through what you need to know about estate planning.
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
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!