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Events

Past and Upcoming Events 

Upcoming Events

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

Past Events

June 7, 2023

12:00p - 1:00p

On Demand Webinar

Webinar On Demand - Dividend Investing: The Gift That Keeps On Giving

Which would you rather have, an apple or an apple tree? Like an apple tree, dividend-paying stocks will continue to benefit you year after year. This webinar will address advantages of dividends, good and bad companies to invest in, and dividend strategies.

April 12, 2023

12:00p - 1:00p

Virtual Webinar

Tax Savings Strategies for Individuals and Business Owners

This webinar will address retirement savings options, tax loss harvesting, and tax optimization for business owners.

April 5, 2023

12:00p - 1:00p

Virtual Webinar

Dividend Investing: The Gift That Keeps On Giving

This webinar addresses the advantages of dividends, the types of companies to invest in, and dividend strategies.

March 8, 2023

12:00p - 1:00p

Virtual Webinar

Tax Savings Strategies as Tax Season Quickly Approaches

This webinar will address retirement savings options, tax loss harvesting, and tax optimization for business owners.

February 22, 2023

12:00p - 1:00p

Virtual Webinar

10 Ways to Destroy Your Investment Portfolio

Learn how to avoid the 10 crucial mistakes made by investors that can destroy your portfolio.

February 11, 2023

9:30a - 11:30a

Laguna Country Methodist Church

Featured Speaker - Laguna Woods United Methodist Foundation Financial Seminar

Wade Slome and Kevin Weaver were proud to present and answer top questions on investing and the state of our economy, as well as meet members of the Laguna Woods community.

February 9, 2023

12:00p - 1:00p

Webinar

Questions to Ask When Looking for a Financial Advisor

This webinar will address advisors’ qualifications, conflicts of interest, payment models, and more.

January 18, 2023

12:00p - 1:00p

Virtual Webinar

Investing In A Recessionary Environment

Learn about the risks and rewards of investing during a turbulent recessionary environment.

January 2, 2023

9:00a - 10:00a

Podcast

Wade Slome on the Sunset Seekers Podcast

Wade Slome joins us to share his takeaways and tips from having managed billions of dollars in funds for years and how you can apply that to double or triple your net worth in this recession.

Event Registration