Events

Legacy Giving Webinar

We are excited to invite you to attend our upcoming FREE webinar - Estate Planning and Legacy Giving Fundamentals. We are co-hosting this webinar with Berkeley Food & Housing Project (https://bfhp.org/), and the presentation will provide you with an overview of the most common types of Legacy Giving and outline the potential benefits to you, your loved ones, and the wider community.

Passport to Retirement - Advanced

Passport to Retirement

[Important Webinar] Protect your family with life insurance

Acquiring life insurance in this COVID 19 environment. - Low-cost term life insurance. 1 million 20 year term insurance for a 40-year-old male as low as $50 per month - How much life insurance do you need - Individuals that are healthy age 60 and younger can potentially get up to 3 million in coverage without an exam. - Life insurance for those with medical issues. We have the ability to shop 60 top-rated carriers to find the best offer. - Is term or cash value life insurance a better fit? - Advantages of cash value life insurance - How to use life insurance to replicate a Roth IRA - Tax-deductible life insurance

[Important Webinar] Protect your family with life insurance

Acquiring life insurance in this COVID 19 environment. - Low-cost term life insurance. 1 million 20 year term insurance for a 40-year-old male as low as $50 per month - How much life insurance do you need - Individuals that are healthy age 60 and younger can potentially get up to 3 million in coverage without an exam. - Life insurance for those with medical issues. We have the ability to shop 60 top-rated carriers to find the best offer. - Is term or cash value life insurance a better fit? - Advantages of cash value life insurance - How to use life insurance to replicate a Roth IRA - Tax-deductible life insurance

[Important Webinar] Protect your family with life insurance

Shift Your Mood through Mindfulness

With so much added stress in our daily lives, we are having mindfulness expert Rik Isensee present this webinar to our clients. Rik will provide some easy mindfulness tips to help you “shift your mood” when you're feeling a bit overwhelmed. He’ll take us through a guided meditation, share his FIRE Wisdom approach to tap into your own internal wisdom, plus address any questions you may have about integrating this practice into your daily life.

Shift Your Mood through Mindfulness

With so much added stress in our daily lives, we are having mindfulness expert Rik Isensee present this webinar to our clients. Rik will provide some easy mindfulness tips to help you “shift your mood” when you're feeling a bit overwhelmed. He’ll take us through a guided meditation, share his FIRE Wisdom approach to tap into your own internal wisdom, plus address any questions you may have about integrating this practice into your daily life.

COVID-19 Recovery Watch

Presented by: DR. BILL LLOYD MD, FACS Health Director, TransAmerica An experienced clinician and award-winning medical educator, Dr. Bill Lloyd will provide us with some great insight and address the COVID-19 pandemic and its effects.

Navigating Volatility

What has the greatest impact on investment results? Should you follow the “herd” on investment trends? What are the best days to be in the market? Is the stock market really like a casino? Which asset classes outperform others over time?

Navigating Volatility

Come join us for a great presentation about how to navigate the ups and downs of the stock market.

Keys to prevailing through stock market declines

During periods of volatility in the stock market, you may have doubts about your long-term investment strategy. During this webinar, we will cover five tips to help you avoid common pitfalls and stay on track toward achieving your financial goals. 1. Declines have been common and temporary occurrences. 2. A proper perspective can help you remain calm. 3. Don’t try to time the market. 4. Capital Group, home of American Funds, has helped investors prevail through market declines. 5. Emotions can cloud your judgment. Avoid making rash decisions based on emotions

Keys to prevailing through stock market declines

During periods of volatility in the stock market, you may have doubts about your long-term investment strategy. During this webinar, we will cover five tips to help you avoid common pitfalls and stay on track toward achieving your financial goals. 1. Declines have been common and temporary occurrences. 2. A proper perspective can help you remain calm. 3. Don’t try to time the market. 4. Capital Group, home of American Funds, has helped investors prevail through market declines. 5. Emotions can cloud your judgment. Avoid making rash decisions based on emotions

Covid Retirement: How to Protect and Preserve Tax Free Retirement Income

We're going to be discussing things like how to design tax-efficient income in retirement, what you might be able to expect from Social Security, and how to make sure that you never run out of money or income in your retirement.

Passport to Retirement

In response to COVID conditions and restrictions, Bay Area Wealth Management Group, a privately-held wealth management firm headquartered in San Ramon, is launching a series of educational and topically urgent seminars to help clients and investors confront and effectively manage their financial planning and investment strategies. The series begins with "Passport to Retirement" (May 19th & 21st, 12:00PM Noon Pacific) a guide to some important and relevant retirement planning challenges given market conditions. Please join us.