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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 10, 2023

5:00p - 6:00p

Online

Webinar: Living Trusts & Estate Planning - 4/10!

Online Workshop: Living Trusts and Estate Planning - Wednesday, May 10 at 5:00 p.m. PT / 8:00 p.m. ET

May 4, 2023

5:00p - 6:00p

Online

Webinar: Family Estate Planning - 5/4!

Online Workshop: Family Estate Planning - Thursday, May 4, 5:00 p.m. PT / 8:00 p.m. ET

April 1, 2023

9:30a - 10:30a

Online

Business Services Webinar Part 1 - Business Entity Formation

Natalie Spiwak, President of Affinity Trusts, will speak about selecting the type of entity that is most appropriate for different types of businesses, how to legally form a business entity and prepare the legal documents required to engage in business in the state of California.

March 23, 2023

5:00p - 6:00p

Online

Webinar: Preparing for Retirement with Long-Term Care - 3/23!

Webinar: Preparing for Retirement with Long-Term Care, hosted Kinecta Wealth Management, March 23 at 5 p.m. PDT / 8 p.m. EDT. Do you have a comprehensive retirement strategy? There are so many things to consider on your journey toward retirement. It's important to have a plan that addresses all possible occurrences during your retirement years, in order to protect the future you've worked so hard to build.

January 26, 2023

1:00p - 2:00p

Online

Webinar: Living Trusts & Estate Planning

Online Workshop: Living Trusts and Estate Planning - Thursday, January 26, 1:00 p.m. PST / 4:00 p.m. EST

January 19, 2023

4:00p - 5:00p

Online

Webinar: Medicare 101

It's important to understand Medicare coverage options and to make your selection carefully. How you choose to get your benefits and who you get them from can affect your out-of-pocket costs and where you can get your care. Register today for the webinar on 1/19/23 at 4 p.m. PST / 7 p.m. EST

November 16, 2022

4:00p - 5:00p

Online

Webinar: Preparing for Retirement with Long-Term Care - 11/16

Webinar: Preparing for Retirement with Long-Term Care, hosted Kinecta Wealth Management, November 16 at 4 p.m. PDT / 7 p.m. EDT. Do you have a comprehensive retirement strategy? There are so many things to consider on your journey toward retirement. It's important to have a plan that addresses all possible occurrences during your retirement years, in order to protect the future you've worked so hard to build.

October 20, 2022

5:00p - 6:00p

Online

Webinar: Social Security and the Retirement You Envision - 10/20

Eric Johnson, Kinecta Wealth Management LPL Financial Advisor, would like to invite you to a webinar presented by Max McQuiston, Advisor Practice Management Consultant from Capital Group. Max will bring the inner workings of Social Security to life through stories of choices people made regarding their Social Security benefits.

October 6, 2022

5:00p - 6:00p

Online

Webinar: Work, Life and Money - Create a Living Financial Plan - 10/6

Webinar: Financial Planning - 10/6/22 - 5 p.m. PDT Balancing the responsibilities related to work, family life and money is challenging. The better you understand how to manage your wealth, the more prepared you are to prioritize your goals and dreams. This can be pursued by having a sound Financial Plan. Financial planning pulls together all your finances and organizes them to help make management easy and effective. Join us as we describe the importance of having a financial plan in place to secure your future!

Event Registration


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