Learning Seminar

Presented by Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co. This special event will be live and at the Orinda Country Club Join Schwab’s Washington insider, Michael Townsend, for an entertaining and informative discussion on the intersection between policy, politics, the economy and the markets. Mike will provide his perspective on a […]

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners […]

Presented by Beth Gebhardt Medicare Advisor Gebhardt Group People often feel overwhelmed as they start to try and understand the ins and outs of Medicare, Medicare Advantage plans, Medicare supplements and prescription drug plans. Beth Gebhardt started her career selling one of California’s first Medicare Advantage plans prior to becoming a financial advisor. Today, she […]