Upcoming Events

Please join us for our INFORMED INVESTOR Series:

ENERGIZE FOR PURPOSE

Please join us for our INFORMED INVESTOR Series:

WORRIED ABOUT YOUR AGING PARENTS?

Couple meeting with financial advisor
12 Key Questions, Issues, and Concerns

We'll address strategies to 12 key questions people have about aging loved ones. Afterwards, there will be an opportunity to address your specific questions, concerns and situation with the financial advisors.

For more information click here. 

Thursday, July 29, 2021
6:00 p.m. - 8:00 p.m. Pacific Time

Craftsman Pizza Bar • Grill
Pizza and drinks will be served.
5645 La Palma Avenue, #170
Anaheim, California 92807

To RSVP click here. 


 

 

Please join us for:

MANAGING STRESS FOR SUCCESS

Women reading a book while sitting on a dock
Strategies to Help You Better Prepare for and Respond to Stress

We will never remove stress, but we can change how we manage it. With practice, you can learn to use stress as an opportunity for growth. Developed in partnership with Heidi Hanna, Janus Henderson's Managing Stress for Success program will provide you with actionable tools to identify the sources of stress, our reactions to it and ways to manage it more productively.

Wednesday, July 28, 2021
2:00 p.m. 

For more information click here. 


 

Please join us for:

BRAINWORKS

Light bulb with glowing brain inside
Simple Solutions for Staying Sharp

What's wealth without brain health? Daily multitasking and our constant state of busyness can create a chronic level of stress on our brain, causing us to be unfocused, distracted and less productive. But did you know that more is within your control than you may think?

Thursday, August 12, 2021
2:00 p.m. 


For more information click here. 


 

Please join us for:

"SO, NOW I'M RETIRED" CHECKLIST

Senior couple eating with family
Am I Okay? Will I Have Enough? What Are My Blind Spots?

 So now your paycheck is coming from your portfolio instead of your employer. Do you have enough to last your lifetime and enjoy your retirement? Do you have a documented retirement income plan? This is distinctly different than a retirement plan.
 

Thursday, August 26, 2021
6:00 p.m. - 8:00 p.m. Pacific Time

Craftsman Pizza Bar • Grill
Pizza and drinks will be served.
5645 La Palma Avenue, #170
Anaheim, California 92807

To RSVP click here.