Upcoming Events

Please join us for one of our upcoming educational seminars.

Retirement Income and Tax Planning Seminar

Saturday, November 17, 2018 9:30–11:30 a.m. Rotary Summit Center 7th floor (top floor), 88 South 4th Street San Jose, CA 95112 Registration is $25. Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in

Investing Beyond a 401k – Wealth Accumulation

Saturday, November 17, 2018 1:00–3:00 p.m. Rotary Summit Center 7th floor (top floor), 88 South 4th Street San Jose, CA 95112 Registration is $25. You’ve set goals for Investing, created an emergency fund, save for big purchases, paid off high interest rate debt, maxed out your 401K . . . so now what? Now is the

New Focus on Wealth Podcast

Tune in Monday, Tuesday and Thursday from 2:00 and 3:00 p.m. on KDOW 1220 as host Chad Burton filters through the "noise" on Wall Street. Have financial questions of your own? Call 1-800-516-1220 to talk to Chad live on the air or tweet your questions to @chadmburton #focusonwealth.