Sign up for one of our events below!
Webinar
Topic: Risks in Retirement
Series: Building Foundations For Financial Wealth
Time: Tuesday, April 21st | 6 PM PST
In-Person/Webinar
Topic: Diversify Your Portfolio with Bluerock
Series: Building Foundations For Financial Wealth
Time: Thursday, April 30th | 6 PM PST
Location: 10 E. Figueroa St. Suite 203, Santa Barbara, CA 93101
Webinar
Topic: Retirement Planning vs Retirement Hoping
Series: Building Foundations For Financial Wealth
Time: Tuesday, July 14th | 6 PM PST
In Person Event
Carnival Summer Party
(Client Event Only)
Time: Saturday, July 25th | 1-3 PM PST
Location: 10 E. Figueroa St. Suite 203, Santa Barbara, CA 93101
Webinar
Topic: Ways To Disinherit The IRS As You Head Into Retirement
Series: Building Foundations For Financial Wealth
Time: Wednesday, October 14th | 6 PM PST
Potential Upcoming Webinars
Real Estate, Tax Advantaged Investments, 1031 Exchanges, Tax Write Off Programs, Opportunity Zones, Annuities, Income In Retirement, Diversified Investments, The Stock Market, And More!
Previous Webinars
Cottonwood Seminar - Real Estate Specializing in Class A Apartment Buildings
Cottonwood Seminar - Real Estate Specializing in Class A Apartment Buildings
Building Foundations – Round Table with Kelley, An Estate Planning Attorney and A Tax CPA Specialist
Building Foundations - Successful Paths to Retirement | California Wealth Advisors
Building Foundations - Nexpoint Seminar (Diversify Your Portfolio) | California Wealth Advisors
Economic Market Update August 2025 Webinar | Kelley Slaught & Dr. Feeney
Building Foundations - Creating Income In Retirement July 08, 2025 | California Wealth Advisors
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