7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Christopher Gowe, Division Manager - Columbia Threadneedle Investments Hosted By: Jamie Frisone, CFP®, CHFC®, CRPC®, AWMA® Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.
Investing in an Election Year Date: Tuesday, October 1, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Fleming's Prime Steakhouse Wine & Bar, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304 Presented By: Brendan Doyne, Executive Director - JP Morgan Hosted By: Tali Alon, MBA, APMATM, CFP®, CDFA® Branch Manager Sponsored By: Grant Martin, Sr. Regional Consultant - MFS Investing in an Election Year
Artificial Intelligence - Future or Hype Date: Thursday, September 19, 2024 Time: 12:00 PM - 2:00 PM PDT Location: Fleming's Prime Steakhouse Wine & Bar, 180 El Camino Real, Ste. 2, Palo Alto, CA 94304 Presented By: Matt Moberg, Senior Vice President, Portfolio Manager - Franklin Templeton Hosted By: Tali Alon, MBA, APMATM, CFP®, CDFA® Branch Manager Sponsored By: Andrew Prupas, Vice President at Franklin Templeton Artificial Intelligence - Future or Hype