CIA Seminar Series

Below are some of our past webinars we've done for clients and friends.  The password, if required, is "webinar".  We hope you find the topics useful.  (And you don't even need to get in the car and deal with traffic).


21st Century SRI February 17, 2014 1:30 PM PST
Many of you are concerned about both investment performance but also the principals of the companies being invested in.  This seminar is designed to help answer:

  • What SRI is and what it isnt
  • Why SRI is more relevant to investors today than ever before and we'll share our reasons for saying that;
  • Any concerns or questions you might have when utilizing this style of investment  We'll want to address some of the myths that persist
  • How to take action in creating an SRI portfolio

Connecting with Grandchildren November 20, 2014, 11:30 AM PST
Have grandchildren?  Want to learn how to better help them in their lives.  This seminar is designed to give ideas on how to connect with them, teach them and support them.

Strategies for Charitable Giving October 22, 2014, 1:30 PM PST
Are there causes you care about?  Do you want to give more or give smarter?  This seminar starts with the Elements of Charitable Giving.  It moves on to Tools and Techniques you can use.  Finally we give some Planning Tips.

Social Security, Medicare and Your Retirement December 16, 2014 1:00 PM PST
Social Security and Medicare have been frequent news items as of late and the news has been overwhelmingly negative. Reports of potential insolvency, tax hikes, and increased eligibility ages have generated controversy and confusion. This seminar will explain how Social Security and Medicare work, what is being done to ensure their survival, and how you can plan for your retirement and medical care so that they do not have to rely heavily on either program

Planning and Providing for Your Legacy January 13, 2014 1:30 PM PST
Join us for a discussion of values and wishes, goals and dreams.  Too often, the question of "What's most important to us?" goes unanswered in families.  This seminar can help you get started.  You'll learn:

  • Why your legacy is more than just money.
  • How the four pillars of leaving a legacy include everything from family traditions to personal possessions.
  • What is your unique legacy.