Upcoming 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
ATS Annual Cruise
July 24 – August 3
- Explore the breathtaking landscapes of Iceland, Norway, and Belgium, and create memories that will last a lifetime. Contact Mike Hennes to reserve your spot & for more details at 858-999-3025 or Mike@askaboutit.biz.
Spring Market Outlook
Date: TBD
- Dive into a comprehensive review of current market conditions, as ATS Wealth Management shares its unique perspectives and insights on both global and domestic economic landscapes. More information to come.
Past Events
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.
