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Next Event: TBD

Date: Coming Soon

Time: Coming Soon

Where: Coming Soon

Address: Coming Soon

What: Coming Soon

Call Tasha to get on the invite list for our next event:

408-373-3437 or tasha.henry@lpl.com

Past Event Recaps:

July 10, 2018
Whats up on Capitol Hill at Boulder Ridge
Featuring Thomas Rowley, Director of Retirement and Education Strategies; Invesco

October 26, 2017
Identity Theft Seminar
Featuring guest speaker Todd Barney, VP at Oppenheimer Funds.

April 26, 2017
Estate Planning Strategies
Featuring guest speaker Patrick R. Bartelmie an Attorney at Law.

December 6, 2016
2016 Recap & Planning Guide to Retirement
Featuring guest speaker: Jack Roddy ~ Executive Director, J.P. Morgan Asset Management

September 7, 2016
Planning for Health Care in Retirement Seminar
Featuring guest speaker: David Costa ~ Regional Vice President, Fidelity Asset Management

June 9, 2016
Social Security Seminar
Featuring guest speaker: Mike Wade, Investment Management Consultant Blackrock Investments

March 29, 2016
2016 Market Outlook & Open House
Featuring guest speaker Robert Johanson: Director Senior Portfolio Specialist of Clear Bridge Investments