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111 N. Sepulveda Blvd. Suite 300, Manhattan Beach, CA 90266

310-504-1276

Past Events



Invesco's Halftime Report

September 26, 2019 (6:00pm - 7:30pm)




2019 Mid-Year Review

August 29, 2019 (6:00pm - 7:30pm)




5 Smart Investing Strategies

July 25, 2019 (6:00pm - 7:30pm)



Savvy Social Security Planning

April 25, 2019 (6:00pm - 7:30pm)



Asset Allocation

February 28, 2019 (6:00pm - 7:30pm)



Year-End Review and 2019 Predictions

January 31, 2019 (6:00pm - 7:30pm)



The Tail of Two Markets

October 25, 2018 (6:00pm - 7:30pm)



Investment Opportunities Around the World 

September 27, 2018 (6:00pm - 7:30pm)



Mid-Year Market Review

August 30, 2018 (6:00pm - 7:30pm)



7 Investment Behaviors

July 26, 2018 (6:00pm - 7:30pm)



Tax Reform and How it Affects You

April 26, 2018 (6:00pm - 7:30pm)



The History of the Stock Market

March 29, 2018 (6:00pm - 7:30pm)



2017 Market Review and 2018 Outlook

January 25, 2018 (6:00pm - 7:30pm)



5 Smart Investment Strategies

October 26, 2017 (6:00pm - 7:30pm)



Mid-Year Market Review

August 31, 2017 (6:00pm - 7:30pm)



Medicare

July 27, 2017 (6:00pm - 7:30pm)

 Click below to download the presentation.

Medicare Presentation

Identity Theft and Online Security

June 29, 2017 (6:00pm - 7:30pm)

 Click below to download the presentation.

Identity Theft Presentation

Emotions and Your Money

May 25, 2017 (6:00pm - 7:30pm)


Savvy Social Security Planning

 April 27, 2017 (6:00pm - 7:30pm)

 Click below to download the presentation.

Savvy Social Security Planning Presentation

Shifting Gears- Strategies for Retirement

 March 30, 2017 (6:00pm - 7:30pm)


Compelling Wealth Conversations

 February 23, 2017 (6:00pm - 7:30pm)

 Click below to download the presentation.

 Compelling Wealth Conversations Presentation

2016 Market Review & 2017 Outlook

 January 26, 2017 (6:00pm - 7:30pm)

 

 

Energy For Performance

 October 27, 2016 (6:00pm - 7:30pm)


 Medicare

 July 28, 2016 (6:00pm - 7:30pm)

 Click below to download the presentation with speakers notes.

 Medicare Seminar Presentation

Links:   Medigap Comparisons- www.cahealthadvocates.org

 Social Security

 April 21, 2016 (6:00pm - 7:30pm)

 Click below to download the presentation.

 Social Security Presentation


2015 Year In Review & 2016 Outlook

 February 4, 2016 (6:00pm - 7:30pm)

 Click below to download the presentation.

 2015 Year In Review Presentation