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 […]

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 […]

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 […]