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.
Identity Theft and Online Security
June 29, 2017 (6:00pm - 7:30pm)
Click below to download the 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.
Shifting Gears- Strategies for Retirement
March 30, 2017 (6:00pm - 7:30pm)
Compelling Wealth Conversations
February 23, 2017 (6:00pm - 7:30pm)
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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.
Links: Medigap Comparisons- www.cahealthadvocates.org
Social Security
April 21, 2016 (6:00pm - 7:30pm)
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2015 Year In Review & 2016 Outlook
February 4, 2016 (6:00pm - 7:30pm)
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