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Events

Whether it's keeping up with retirement trends or discussing investment principles, our firm is dedicated to providing excellent information in a professional way to people who are concerned about their personal finances. If any of the events below look interesting or if you have any questions, please call our office at (916) 863-1266.

 

Future Workshops in Grass Valley

June 14, 2019 - June 12, 2020 10:00a - 12:00p Pacific Standard Time

Our Grass Valley office at 134 Main St. will be holding workshops in the near future. Look for the information that will be posted on this website. Questions? 800-603-1393

 

Active Retirement Investing

September 6, 2019 - December 6, 2019 1:00p - 3:00p Pacific Standard Time

California State University Sacramento

Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds (ETF’s) and highest rated Managed no-load funds. Or evaluate how your current Advisor is doing. Are you are receiving the appropriate Fiduciary Standard of care and services? Instructor Hunter William (Bill) Bailey, MSFS and author, has almost 40 years as a financial advisor professional in investment services. If you are investing on your own or would like to have a better understanding of your advisor-managed portfolio, you’ll want to take this seminar for its valuable information. No products or services will be sold. Must be a member Renaissance Society 916-278-7834 or www.csus.edu/org/rensoc

 

Active Retirement Investing

September 9 - September 30, 2019 10:00a - 11:30a Pacific Standard Time

Sierra Community College - Roseville

Do you become confused between the different types of investments available today? Should you invest in one stock? Or a fund? If a fund, which kind? Exchange traded note? Annuity? Real estate? Should you establish a brokerage account or buy direct from the fund company? Join this seminar and find out! Instructor Hunter William (Bill) Bailey, MSFS and author, has almost 40 years as a financial advisor professional in investment services. No products or services will be sold. Must register with Sierra Community Education 916-781-6281

Event Registration



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