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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.

 

Active Retirement Investing

February 4 - February 25, 2020 10:00a - 11:30a Pacific Standard Time

Sierra Community College - Roseville

Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds (ETFs) 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. No products or services will be sold. Register with Sierra Community Education, 916-781-6281

 

Active Retirement Investing

February 7, 2020 - May 1, 2020 1:00p - 3:00p Pacific Standard Time

California State University Sacramento

Investing during retirement--income safety and stability. Do you know how and where your retirement funds are invested? Assess your portfolio and see if it is suitably allocated for your needs. Topics will include no-load Index funds, Managed funds and Exchange Traded Funds and how they fit into your investment plans This seminar is designed to update, educate and inspire you to learn more about your retirement assets. Bill Bailey, MSFS and author, has over 40 years in the financial arena. Whether you are investing on your own or would simply like to check on how your advisor is doing with your portfolio, this is the seminar for you. No products or services will be sold. Must be a member Renaissance Society 916-758-5133 or www.csus.edu/org/rensoc

 

Workshops in Grass Valley

March 3 - March 23, 2020 10:00a - 11:00a Pacific Standard Time

WEALTH STRATEGIES

IN OUR GRASS VALLEY OFFICE. Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds (ETFs) 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. Register with Sierra Community Education, 916-781-6281

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