PAST EVENTS
Past Events

Wednesday, February 19, 2020 5:00pm - 6:00pm PST
a unique Educational Fireside Chat presented by Patrick Vance from American Funds, "When is the next U.S. recession and how should you prepare for it?"

Wednesday, May 13, 2020 10:00am PST
We have had the pleasure of talking with or emailing with many of you. Now it’s time to connect via zoom! We are hosting a town hall next Wednesday (5/13) at 10AM. The topic will be Key Principles Investors Should Know. Josh Szyman, Mary Huntley, and Tom Taylor will host and the discussion will be lively and informative.

Thursday, May 14, 2020 3:00pm PST
The Taylor and Padgett Financial Group in partnership with Mike Genneti of Franklin Templeton Investements invites you a webinar. This presentation places current shocks in a historical perspective, describes how emotions affect decision-making ability, and provides three strategies to help investors live with market volatility.

Wednesday, October 14, 2020 4:00 - 5:30pm PST
Pop the popcorn and join Cambium Wealth and Legacy Strategies for an hour of virtual fun with investing and magic! Theron Schaub of Buckingham Strategic Partners, VP of Strategic Relations, will confound your senses as he performs magic while discussing foundational financial strategies.