Events
Past and Upcoming Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 27, 2023
12:00p - 12:45p
Virtual Webinar
Hot Summer, Hotter Market - Economic & Investor Update - Replay
What does this mean for your investment portfolio? And will the hot summer market rally give way to a cooler fall?
June 7, 2023
12:00p - 1:00p
On Demand Webinar
Dividend Investing: The Gift That Keeps On Giving- Replay
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.