Events

Estate Planning with Will, Trusts, and Trustees

This webinar is ideal for individuals and families looking to understand and enhance their estate planning strategies. Whether you're just beginning to plan or seeking to update your current estate plan, this session will provide valuable insights and practical advice.

Shred Day

7 Principles For Generating Retirement Cash Flow

Planning for retirement isn't just about building wealth - it's about turning that wealth into reliable income that lasts. In this informative webinar, "Seven Principles for Generating Retirement Cash Flow," we'll explore the key strategies retirees and pre-retirees can use to create a steady, sustainable income throughout retirement.

Cetera Investors Open-House Tailgate Sat. January 24th

We are hosting an open-house for clients and their families. Please join us for fun, food, and drinks as we close in on Superbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for the family to enjoy.

Client Webinar 9/24/25 @ 4pm PST - Market Outlook With A Twist

"The Social Swing" Client Event At Electric Pickle

Webinar On Navigating Retirement Income: A Process For Retirement Preparedness

Webinar On Navigating Retirement Income: A Process For Retirement Preparedness

Shred Day

We will have everything available in the parking lot for easy drop-off.

Webinar On Social Security: Seven Keys To Enhancing Benefits

Webinar On Social Security: Seven Keys To Enhancing Benefits

Cetera Investors Open-House Tailgate

We are hosting an open-house for clients and their families. Please join us for fun, food, and drinks as we close in on Superbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for the family to enjoy.

Webinar - Medicare, Filling The Gap

Webinar - Medicare, Filling The Gap

Estate Planning With Wills, Trusts, And Trustees-Wednesday Sept 11th at 5 PM

Speaker: Dawn Handler joined Members Trust Company in 2019. She is a Certified Financial Planner™ professional with over 25 years of experience in trust/estate administration and wealth management. She advises on and administers MTC’s fiduciary risk management program. Dawn also provides fiduciary oversight and support to trust officers and financial advisors, primarily in the Western and Northwestern regions of the United States. Dawn is a member of MTC’s Special Needs Trust Administration Committee, and a member of the Women’s Estate Planning Council of Denver. *For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service

Estate Planning With Wills, Trusts, And Trustees-Wednesday Sept 11th at 3 PM

Speaker: Dawn Handler joined Members Trust Company in 2019. She is a Certified Financial Planner™ professional with over 25 years of experience in trust/estate administration and wealth management. She advises on and administers MTC’s fiduciary risk management program. Dawn also provides fiduciary oversight and support to trust officers and financial advisors, primarily in the Western and Northwestern regions of the United States. Dawn is a member of MTC’s Special Needs Trust Administration Committee, and a member of the Women’s Estate Planning Council of Denver. *For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service

Election Year Volatility: An Investor's Guide

Getting The Most Out Of Your Client Portal: AdviceWorks

Join us as we help you navigate your online Client portal: AdviceWorks. We will review how to log in, where to locate accounts and statements. We will also review some enhanced features you may not know you have access to!

Getting The Most Out Of Your Client Portal: AdviceWorks

Join us as we help you navigate your online Client portal: AdviceWorks. We will review how to log in, where to locate accounts and statements. We will also review some enhanced features you may not know you have access to!

Cetera Investors Open-House Tailgate

We are hosting an open-house for clients. Please join us for fun, food, and drinks as we close in on Superbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for the family to enjoy. Please feel free to stop in anytime between 11am and 2pm.

Join us to learn more about Long Term Care Planning

Join us to learn more about Long Term Care Planning

Cetera Investors Open-House Tailgate

Webinar: Medicare Basics

Webinar: Medicare Basics

Webinar: Savvy Social Security planning for Boomers

Webinar: Savvy Social Security planning for Boomers

Webinar: Estate Planning Basics August 25th @ 6pm

Webinar: Estate Planning Basics August 25th @ 2pm

Financial Advisor Webinar: Enhancing Your Virtual Presence

Webinar: Savvy Social Security planning for Boomers

Webinar: Savvy Social Security planning for Boomers

Webinar: Savvy IRA Planning for Baby Boomers

We will be discussing Tax-saving strategies to help you get more out of your IRA knowing that the decisions you make today can impact your overall retirement plan.

Webinar: Savvy IRA Planning for Baby Boomers

We will be discussing Tax-saving strategies to help you get more out of your IRA knowing that the decisions you make today can impact your overall retirement plan.

Webinar: 2021 Tax Law Highlights February 24th @ 6 p.m.

Webinar: 2021 Tax Law Highlights February 24th @ 1 p.m.

Webinar: Financial Wellness 101 Workshop

Webinar: Financial Wellness 101 Workshop

Webinar: Medicare Basics

Webinar: Medicare Basics

Election-year Investor Webinar

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

Election-year Investor Webinar

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

Webinar: Estate Planning in the Time of Coronavirus

Our workshop will highlight things you can do right now, from home, to put some of these estate planning measures into place during the Coronavirus.

Webinar: Estate Planning in the Time of Coronavirus

Our workshop will highlight things you can do right now, from home, to put some of these estate planning measures into place during the Coronavirus.

Webinar: Savvy Social Security planning for Boomers

Webinar: Savvy Social Security planning for Boomers

Webinar: Savvy IRA Planning for Baby Boomers

We will be discussing Tax-saving strategies to help you get more out of your IRA knowing that the decisions you make today can impact your overall retirement plan.

Webinar: Savvy IRA Planning for Baby Boomers

We will be discussing Tax-saving strategies to help you get more out of your IRA knowing that the decisions you make today can impact your overall retirement plan.

Webinar: The Cares Act and a Timely Market Update

The new Coronavirus Aid, Relief and Economic Security (CARES) Act, a COVID-19 prompted economic relief plan for individuals and businesses, likely affects many Americans.

Webinar: The Cares Act And A Timely Market Update

The new Coronavirus Aid, Relief and Economic Security (CARES) Act, a COVID-19 prompted economic relief plan for individuals and businesses, likely affects many Americans.

Virtual Wine Event

Webinar: New Tax Law Highlights with a Timely Market Update May 6th @ 6 p.m.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!!"; In addition to the New Tax Law Highlights, our speakers, Stu Johnson, CFP. Branch Manager & 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.

Webinar: New Tax Law Highlights with a Timely Market Update May 6th @ 2 p.m.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 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 & 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.

Webinar: New Tax Law Highlights with a Timely Market Update April 22nd @ 6 p.m.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!!"; In addition to the New Tax Law Highlights, our speakers, Stu Johnson, CFP. Branch Manager & 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.

Webinar: New Tax Law Highlights with a Timely Market Update April 22nd @ 2 p.m.

You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 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 & 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.

Educational Dinner Workshop on the New Tax Law-March 12th

Educational Dinner Workshop on the New Tax Law-February 25th

Cetera Investors Holiday Open House