Past Events

Sep 29, 2020 10:00 AM Pacific Time

2020 Election Outlook

Join us to discuss the 2020 Presidential Election and how to prepare for the possible impact on the market. The following topics will be covered:

• Potential election outcomes and implications for markets
• Historical market returns pre/post elections
• Policy proposals

Don’t miss out on this timely discussion!

Jun 23, 2020 11:00 AM Pacific Time

The “Perfect Storm”: Key Tax Planning Opportunities for 2020

2020 is a “perfect storm” for saving big on taxes: record low interest rates, high federal gifting limits ($11.58M per person), and low asset valuations. Together, this creates opportunities to leave more to your family with greatly reduced taxes, including steep business valuation discounts, low-interest loans to family members, and dynasty trusts for multiple generations. Don’t miss out – with the election this November, these favorable techniques may not last long. Join our discussion with Steve Siegel, nationally-recognized expert in estate and tax planning, on taking advantage of these strategies before it’s too late.

THURSDAY, March 21, 2019

Social Security

Get the facts from someone who knows, and don’t leave any of your social security benefits on the table! Join us for a wonderful evening with Yolanda York, public affairs specialist for the Social Security Administration. Yolanda will help you understand everything you need to know and make sure you get the most from your Social Security benefits. Cocktails, appetizers, and dinner will be served at the beautiful Santaluz Club. Click below to register.