Events
Whether it's keeping up with retirement trends or discussing investment principles, our firm is dedicated to providing excellent information in a professional way to people who are concerned about their personal finances. If any of the events below look interesting or if you have any questions, please call our office at (916) 863-1266 or (800) 603-1393.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 4, 2025
10:00a - 11:30a
Wealth Strategies Main Street Office
FREE WORKSHOP SERIES: NEW TAX RULES & RETIREMENT INVESTING STRATEGIES
Join us for a powerful FREE workshop designed to help retirees and pre-retirees navigate today’s changing financial landscape and make sure the new tax proposals are factored into your planning.
August 28, 2025
10:17a - 11:30a
Wealth Strategies Main Street Office
FREE WORKSHOP SERIES: NEW TAX RULES & RETIREMENT INVESTING STRATEGIES
Join us for a powerful 4-session FREE workshop designed to help retirees and pre-retirees navigate today’s changing financial landscape and make sure the new tax proposals are factored into your planning.
August 21, 2025
10:00a - 11:30a
Wealth Strategies Main Street Office
FREE WORKSHOP SERIES: NEW TAX RULES & RETIREMENT INVESTING STRATEGIES
Join us for a powerful 4-session FREE workshop designed to help retirees and pre-retirees navigate today’s changing financial landscape and make sure the new tax proposals are factored into your planning.
August 14, 2025
10:00a - 11:30a
Wealth Strategies Main Street Office
FREE WORKSHOP SERIES: NEW TAX RULES & RETIREMENT INVESTING STRATEGIES
Join us for a powerful 4-session FREE workshop designed to help retirees and pre-retirees navigate today’s changing financial landscape and make sure the new tax proposals are factored into your planning.
May 2, 2025
1:00p - 2:30p
Sacramento State University
Active Retirement Investing Seminar : Complete DIY Investing Overview, Hiring an Advisor, Checking in With Your Current
Take control of your retirement strategy with the Active Retirement Investing Seminar Series. This final class offers a comprehensive overview of DIY investing, guidance on how to choose or evaluate a financial advisor, and tips for assessing your current financial plan. Led by seasoned advisors Nashoba Bailey and Hunter Wm. Bailey, you'll gain the clarity and confidence to manage your investments effectively. Hosted by The Renaissance Society, this seminar is perfect for those seeking independence and insight in their retirement journey.
April 25, 2025
1:00p - 2:30p
Sacramento State University
Active Retirement Investing Seminar : Tax Efficiency Management – Converting IRA to Roth IRA, JTWROS vs. Community Property, Real Estate
Join us for the Active Retirement Investing Seminar Series, designed to help retirees and near-retirees navigate key financial decisions with confidence. This class focuses on tax efficiency strategies, including Roth IRA conversions, joint ownership structures like JTWROS vs. community property, and real estate considerations. Taught by experienced advisors Nashoba Bailey and Hunter Wm. Bailey, each session equips you with tools to protect and grow your retirement income. Hosted by The Renaissance Society, this seminar is your guide to smarter, more secure investing in retirement.
February 10, 2023 - May 12, 2023
1:00p - 2:45p
CA State University, Sacramento
Active Retirement Investing Seminar Spring 2022
Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds and highest rated Managed no-load funds. Or evaluate how your current Adviser is doing. Must be a member Renaissance Society 916-278-6011 or https://www.csus.edu/college/social-sciences-interdisciplinary-studies/renaissance-society/
September 9, 2022 - December 2, 2022
10:00a - 11:30a
CA State University, Sacramento
Active Retirement Investing Seminar
Want to manage your own portfolio? Learn how to invest with Index Funds, Exchange Traded Funds and highest rated Managed no-load funds. Or evaluate how your current Adviser is doing. Must be a member Renaissance Society 916-278-6011 or https://www.csus.edu/college/social-sciences-interdisciplinary-studies/renaissance-society/