Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 11, 2021
5:30p - 6:30p
Zoom Platform
CalSTRS & CalPERS Retirement Options
Join us as we discuss the California State Teachers Retirement System (CalSTRS) and the California Public Employees Retirement System (CalPERS). This event will be hosted by, Yesica Lemus and Jimmy Lopez where they will be answering questions such as: **What is the CalSTRS and CalPERS formula? **How can you calculate your retirement benefits? **If you were hired AFTER 2013, how did that affect you? And more...
November 10, 2021
5:30p - 6:30p
Zoom Platform
CalSTRS & CalPERS Retirement Options
Join us as we discuss the California State Teachers Retirement System (CalSTRS) and the California Public Employees Retirement System (CalPERS). This event will be hosted by, Yesica Lemus and Jimmy Lopez where they will be answering questions such as: **What is the CalSTRS and CalPERS formula? **How can you calculate your retirement benefits? **If you were hired AFTER 2013, how did that affect you? And more...
September 9, 2021
6:00p - 6:45p
Zoom Platform
Educational Webinar: Retirement Benefits and Options Under CalSTRS & CalPERS
Join us as we discuss the California State Teachers Retirement System (CalSTRS) and the California Public Employees Retirement System (CalPERS). This event will be hosted by, Yesica Lemus and Jimmy Lopez, where they will be answering questions such as: **What is the CalSTRS and CalPERS formula? **How can you calculate your retirement benefits? **If you were hired AFTER 2013, how did that affect you? And more...
September 8, 2021
6:00p - 6:45p
Zoom Platform
Educational Webinar: Retirement Benefits and Options Under CalSTRS & CalPERS
Join us as we discuss the California State Teachers Retirement System (CalSTRS) and the California Public Employees Retirement System (CalPERS). This event will be hosted by, Yesica Lemus and Jimmy Lopez, where they will be answering questions such as: **What is the CalSTRS and CalPERS formula? **How can you calculate your retirement benefits? **If you were hired AFTER 2013, how did that affect you? And more...
May 27, 2021
5:30p - 6:15p
Zoom Platform
Educational Webinar: Retirement Benefits and Options Under CalSTRS & CalPERS
Join us as we discuss the California State Teachers Retirement System (CalSTRS) and the California Public Employees Retirement System (CalPERS). This event will be hosted by, Yesica Lemus and Jimmy Lopez, where they will be answering questions such as: **What is the CalSTRS and CalPERS formula? **How can you calculate your retirement benefits? **If you were hired AFTER 2013, how did that affect you? And more...
May 26, 2021
5:30p - 6:15p
Zoom Platform
Educational Webinar: Retirement Benefits and Options Under CalSTRS & CalPERS
Join us as we discuss the California State Teachers Retirement System (CalSTRS) and the California Public Employees Retirement System (CalPERS). This event will be hosted by, Yesica Lemus and Jimmy Lopez where they will be answering questions such as: **What is the CalSTRS and CalPERS formula? **How can you calculate your retirement benefits? **If you were hired AFTER 2013, how did that affect you? And more...
April 28, 2021
6:00p - 6:45p
Zoom Platform
Webinar: Savvy Social Security Planning for Baby Boomers @ 6:00PM
Join us to learn more about what baby boomers need to know to help maximize retirement income. We will be answering questions such as: *Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement?
April 28, 2021
1:00p - 1:45p
Zoom Platform
Webinar: Savvy Social Security Planning for Baby Boomers @ 1:00PM
Join us to learn more about what baby boomers need to know to help maximize retirement income. We will be answering questions such as: *Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement?
November 18, 2020
6:00p - 6:45p
Virtual Meeting on Zoom Platform
Medicare Basics: Providing Healthcare Solutions To Seniors
Our speaker, Fanny Pacheco, from PB Individual Insurance (also known as Polenzani Benefits), will highlight the following; *What is Medicare? *Components and costs? *How and when to apply? *How Medicare works when you are still employed? *Your Medicare options?
November 18, 2020
1:00p - 1:45p
Virtual Meeting on Zoom Platform
Medicare Basics: Providing Healthcare Solutions To Seniors
Our speaker, Fanny Pacheco, from PB Individual Insurance (also known as Polenzani Benefits), will highlight the following; *What is Medicare? *Components and costs? *How and when to apply? *How Medicare works when you are still employed? *Your Medicare options?
September 23, 2020
6:00p - 7:00p
Virtual Meeting on Zoom Platform
Join us for "A Guide To Investing During An Election Year" Webinar | September 23rd at 1pm & 6pm (copy)
Sensational headlines have become common and, in an election year, the decibel level will only rise. In this key presentation hosted by Cetera Investors and Capital Group, home of American Funds., we’ll explore topics that can help investors respond in ways that keep them focused on their long-term goals. Our featured speaker, John Sulzicki, CIMA®, will address today’s investing environment in light of three perspectives: · the positives we see in the world · how we stay focused on the long term, and · what we believe can help investors stay on track
September 23, 2020
1:00p - 2:00p
Virtual Meeting on Zoom Platform
Join us for "A Guide To Investing During An Election Year" Webinar | September 23rd at 1pm & 6pm
Sensational headlines have become common and, in an election year, the decibel level will only rise. In this key presentation hosted by Cetera Investors and Capital Group, home of American Funds., we’ll explore topics that can help investors respond in ways that keep them focused on their long-term goals. Our featured speaker, John Sulzicki, CIMA®, will address today’s investing environment in light of three perspectives: · the positives we see in the world · how we stay focused on the long term, and · what we believe can help investors stay on track
August 5, 2020
5:00p - 6:00p
Virtual Meeting on Zoom Platform
Educational Webinar: Retirement Benefits and Options Under CalSTRS & CalPERS
This event has been funded in whole by Security Benefit. Cetera is under separate ownership from any other named entity. Neither Cetera Investors nor Cetera Investment Services are endorsed by or with any state or school district.
August 5, 2020
10:30a - 11:30a
Virtual Meeting on Zoom Platform
Educational Webinar: Retirement Benefits and Options Under CalSTRS & CalPERS
This event has been funded in whole by Security Benefit. Cetera is under separate ownership from any other named entity. Neither Cetera Investors nor Cetera Investment Services are endorsed by or with any state or school district.
July 29, 2020
6:00p - 7:00p
Virtual Meeting on Zoom Platform
Social Security Planning for Baby Boomers
Join us for an educational webinar to gain more insight on Social Security Planning with answers to questions every PERSON, FAMILY and BUSINESS should know. In addition to Social Security Planning, our speakers, Victoria Gutierrez, Investment Advisor Representative, Stu Johnson, CFP, Branch Manager, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
July 29, 2020
1:00p - 2:00p
Virtual Meeting on Zoom Platform
Social Security Planning for Baby Boomers
Join us for an educational webinar to gain more insight on Social Security Planning with answers to questions every PERSON, FAMILY and BUSINESS should know. In addition to Social Security Planning, our speakers, Victoria Gutierrez, Investment Advisor Representative, Stu Johnson, CFP, Branch Manager, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
June 24, 2020
6:00p - 7:00p
Virtual Meeting on Zoom Platform
Webinar: Savvy IRA Planning for Baby Boomers
Join us for an educational webinar to gain more insight on IRA Planning with answers to questions every PERSON, FAMILY and BUSINESS should know. In addition to IRA Planning, our speakers, Victoria Gutierrez, Investment Advisor Representative, Stu Johnson, CFP, Branch Manager, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
June 24, 2020
2:00p - 3:00p
Virtual Meeting on Zoom Platform
Webinar: Savvy IRA Planning for Baby Boomers
Join us for an educational webinar to gain more insight on IRA Planning with answers to questions every PERSON, FAMILY and BUSINESS should know. In addition to IRA Planning, our speakers, Victoria Gutierrez, Investment Advisor Representative, Stu Johnson, CFP, Branch Manager, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
June 18, 2020
6:00p - 7:00p
Virtual Meeting on Zoom Platform
Webinar: Savvy IRA Planning for Baby Boomers
Join us for an educational webinar to gain more insight on IRA Planning with answers to questions every PERSON, FAMILY and BUSINESS should know. In addition to IRA Planning, our speakers, Victoria Gutierrez, Investment Advisor Representative, Stu Johnson, CFP, Branch Manager, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
June 4, 2020
6:00p - 7:00p
Virtual Meeting on Zoom Platform
The CARES Act with a Timely Market Update
Join us for an educational webinar to gain more insight on the Cares Act with answers to questions every PERSON, FAMILY and BUSINESS should know. In addition to the Cares Act, our speakers, Jay Kautt, Advanced Sales Counsel @ Securian Financial, Stu Johnson, CFP, Branch Manager, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
June 3, 2020
6:00p - 7:00p
Virtual Meeting on Zoom Platform
The CARES Act with a Timely Market Update
Join us for an educational webinar to gain more insight on the Cares Act with answers to questions every PERSON, FAMILY and BUSINESS should know. In addition to the Cares Act, our speakers, Jay Kautt, Advanced Sales Counsel @ Securian Financial, Stu Johnson, CFP, Branch Manager, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
May 6, 2020
6:00p - 7:00p
Virtual Meeting on Zoom Platform
You're Invited! To Our Webinar, "New Tax Law Highlights With A Timely Market Update" on May 6th @ 6 p.m. PST
Join us for an educational webinar to gain more insight on the New Tax Law with answers to 20+ questions every PERSON, FAMILY and BUSINESS must answer soon. In addition to the New Tax Law Highlights, our speakers, Gene Goldman, CFA, Chief Investment Officer & Director of Research, Stu Johnson, CFP, Branch Manager, and Alex Sierra, Investment Adviser from Cetera Investors, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
May 6, 2020
2:00p - 3:00p
Virtual Meeting on Zoom Platform
You're Invited! To Our Webinar, "New Tax Law Highlights With A Timely Market Update" on May 6th @ 2 p.m. PST
Join us for an educational webinar to gain more insight on the New Tax Law with answers to 20+ questions every PERSON, FAMILY and BUSINESS must answer soon. In addition to the New Tax Law Highlights, our speakers, Gene Goldman, CFA, Chief Investment Officer & Director of Research, Stu Johnson, CFP, Branch Manager, and Alex Sierra, Investment Adviser from Cetera Investors, will also provide a timely market update as financial markets react to the global spread of the COVID-19 virus. We want to provide perspective on the situation to help you cut through the noise.
December 7, 2019
3:00p - 6:00a
Cetera Investors Office (Formerly Foresters Financial)
Cetera Investors Holiday Open House
Holiday Open House