Upcoming Events
September 27 is our debut of Don’t Panic the Musical Journey Through the Decades.
The play will be hosted at the Jewish Community Center.
Tickets available here
ATS Calender
Wed Aug 28
Register at: Advanced Workshop
Meeting ID: 820 1625 0541
Speaker: Sandeep Varma
Topic: Closing overview
Sun Sept 8
Register: Check your email inbox & physical mail box
Location: Del Mar Race Track
Event: Client appreciation
Mon Sept 16
Event: Palo Alto Market Outlook
Location: The Sea Reviewed By Alexander – 4269 W EL Camino Real, Palo Alto, CA 94306
Event Type: Client appreciation
Wed Sept 18
Event: San Diego Market Outlook
Location: La Jolla Jewish Community Center – 4126 Executive Drive, La Jolla, CA 92037
Event Type: Client appreciation
Past Events
Tue Jun 25
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Hans Hug
Topic: Long term care
Tue Jul 2
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Ryan Bertrand
Topic: Long term care
Tue Jul 9
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Jami Shapiro & Antonese Robertson
Topic: Addressing Pimco’s thoughts on fed policy
Tue Jul 16
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Matt Malvey
Topic: Alliance Bernstein on ETFs & Bonds
Sat Jul 20
Register at: The 7 Biggest Mistakes Trustees Often Make
Meeting ID: 843 2339 8239
Speaker: Sandeep Varma
Topic: 7 Biggest Mistakes Trustees Often Make
Tue Jul 23
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Michael Ferrer from BlackRock
Topic: Being a student of the market
Tue Jul 30
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Dr. Venu Prabakar
Topic: GLP-1 peptides and medications
Mon Aug 5
10am & 6pm
Register at: Advanced Workshop
Meeting ID: 820 1625 0541
Speaker: Sandeep Varma
Topic: A and B trusts
Tue Aug 6
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Matthew Miskin
Topic: John Hancock Market Outlook
Tue Aug 13
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Marguerite Lorenz
Wed Aug 14
Register at: Advanced Workshop
Meeting ID: 820 1625 0541
Speaker: Sandeep Varma
Topic: Market Outlook
Tue Aug 20
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Steph LaFlamme
Topic: Private Equity
Wed Aug 21
10am & 6pm
Register at: Advanced Workshop
Meeting ID: 820 1625 0541
Speaker: Sandeep Varma
Topic: IRAs
Tue Aug 27
Register at: Tuesday Zoom Registration Link
Meeting ID: 843 2339 8239
Speaker: Loan Shillinger
Topic: How to prevent Trust Disputes
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.
