Holiday Luncheon Date: Tuesday, December 3, 2024 Time: 11:30 AM - 2:30 PM PST Location: Original Joe's - Westlake, 11 Glenwood Avenue, Daly City, CA 94015 Hosted By: Marcial Vargas Sponsored By: Justin Levy, CFP®, CIMA® Senior Regional Consultant with Federated Hermes, Matt Travis, J.D. Director – Alternative Investments with Franklin Templeton and Dvir Levy, Vice President with Blue Owl Client Appreciation Holiday Luncheon
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® CRPC® CHFC® AWMA® Regional Vice President | Ameriprise Financial 7 Things No One Tells You About Retirement
Change is Hard: Shifting Family Dynamics as Parents Age Date: Monday, October 21, 2024 Time: 4:30 PM - 6:00 PM PDT Location: Peninusla del Rey - Senior Community Center, 165 Pierce Street, Daly City, CA 94015 Presented By: Savahanna Mitchell, The Key | Home Care Liaison - The Key Hosted By: Marcial Vargas, Financial Advisor Change is Hard: Shifting Family Dynamics as Parents Age
Investing in an Election Year Date: Tuesday, October 1, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Fleming's Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: Brendan Coyne, CIMA® , Executive Director - J.P. Morgan Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Grant Martin, CIMA®, Sr. Regional Consultant with MFS Investing in an Election Year
Artificial Intelligence - Future or Hype Date: Thursday, September 19, 2024 Time: 12:00 PM - 1:00 PM PDT Location: Fleming's Steakhouse, 180 El Camino Real, Ste 2, Palo Alto, CA 94304 Presented By: George Russell, Institutional Portfolio Manager - Franklin Templeton Hosted By: Tali Alon, MBA, APMA™, CFP®, CDFA® | Branch Manager | Private Wealth Advisor | Managing Director Ameriprise Financial Sponsored By: Andrew Prupas with Franklin Templeton Artificial Intelligence - Future or Hype