Upcoming Events
ATS Market Outlook Luncheon
Bay Area California:
Location: The Sea Reviewed By Alexander
Oct 27, 2025 at 10:00am
Registration is required call our office or send an email to Info@atsfinancial.com
ATS Market Outlook Luncheon
Southern California:
Location: The Dana
Oct 29, 2025 at 10:00am
Registration is required call our office or send an email to Info@atsfinancial.com
Past Events
7 Biggest Mistakes Trustees Often Make
Thursday 1/23 at 10am or 5pm PST
Saturday 1/25 at 10am PST
Meeting ID: 834 2818 8772
The Advanced Workshop Series
Every Thursday for five weeks
1/30, 2/6, 2/13, 2/20, 2/27
Meeting ID: 834 2818 8772
The ABC’s of CRTs (Charitable Remainder Trusts)
Wednesday 1/29 at 10am PST
Meeting ID: 811 5487 2258
Understanding Floating Rate Funds in Today’s Market
December 17, 2024 ● Tuesday Trends & Outlook 10:00am
Investing Post-Election – Joe Wambach
December 10, 2024 ● Tuesday Trends & Outlook 10:00am
Why Being Proactive About Senior Care Matters More Than Ever
November 26, 2024 ● Tuesday Trends & Outlook
Real Estate Market Overview & Impact of Recent Interest Rate Changes – Bryan Devore
November 19, 2024 ● Tuesday Trends & Outlook
Learn About The Tax Cuts & Jobs Act – Corrigan Kardatzke
November 12, 2024 ● Tuesday Trends & Outlook
Learn About Charitable Gifting Strategies & Updated Estate Tax Laws
November 5, 2024 ● Tuesday Trends & Outlook
Understanding Class Action lawsuits and How to File a Claim – Frank Petersen
October 29, 2024 ● Tuesday Trends & Outlook
Market Returns During Election Years – Joe Wambach
October 22, 2024 ● Tuesday Trends & Outlook
Understanding Inherited IRA’s – Alison Gilbert
October 15, 2024 ● Tuesday Trends & Outlook
Innovative Solutions for Longevity – Decoding Your Data – Dr. Kurisu
October 8, 2024 ● Tuesday Trends & Outlook
Year-End Tax Preparation – Ailyn Rodriguez
October 1, 2024 ● Tuesday Trends & Outlook
Don’t Panic The Musical Journey Through The Decades Reviewed By Sandeep Varma
September 27 – 29, 2024 ● Client Appreciation
Innovative Solutions for a Healthier Heart – Dr. Pratiksha Gandhi
September 24, 2024 ● Tuesday Trends & Outlook
San Diego Market Outlook
September 18, 2024 ● Client Appreciation
Navigating Grey Divorce: Strategies for Lasting Love and Companionship in Your Golden Years
September 17, 2024 ● Tuesday Trends & Outlook
De-Risking Portfolios from Market & Election Related Risk – Matt Kaufman
September 10, 2024 ● Tuesday Trends & Outlook
Lunch at the Turf Club – Del Mar Racetrack
September 8, 2024 ● Client Appreciation
Investing in an Election Year – Melissa Teel
September 3, 2024 ● Tuesday Trends & Outlook
Closing Overview – Sandeep Varma
August 28, 2024 ● Advanced Trustee Seminar
How To Prevent Trust Disputes – Loan Shillinger
August 27, 2024 ● Tuesday Trends & Outlook
Advanced Workshop – Sandeep Varma
August 21, 2024 ● Advanced Trustee Seminar
Private Equity – Steph LaFlamme
August 20, 2024 ● Tuesday Trends & Outlook
The Advanced Workshop – Sandeep Varma
August 14, 2024 ● Advanced Trustee Seminar
Market Outlook – Steve Musser
August 13, 2024 ● Tuesday Trends & Outlook
John Hancock Market Outlook – Matthew Miskin
August 6, 2024 ● Tuesday Trends & Outlook
The Advanced Workshop – Sandeep Varma
August 5, 2024 ● Advanced Trustee Seminar
GLP-1 Peptides and Medications – Dr. Venu Prabakar
July 30, 2024 ● Tuesday Trends & Outlook
Being a student of the market – Michael Ferrer from BlackRock
July 23, 2024 ● Tuesday Trends & Outlook
7 Biggest Mistakes Trustees Often Make – Sandeep Varma
July 20, 2024 ● Advanced Trustee Seminar
Alliance Bernstein on ETFs & Bonds
July 16, 2024 ● Tuesday Trends & Outlook
Addressing Pimco’s thoughts on fed policy – Antonese Robertson
July 9, 2024 ● Tuesday Trends & Outlook
Long Term Care – Ryan Bertrand
July 2, 2024 ● Tuesday Trends & Outlook
Long Term Care 101 – Hans Hug
June 25, 2024 ● Tuesday Trends & Outlook
Zoom Overview
Managing Director from Transamerica Capital speaking about long term care.
Dr. David Fogel Market overview snippet
May 14th Tuesday Zoom 11 minute snippet.
