Events
Upcoming Events
February 23, 2023 - April 26, 2023
6:00p - 6:15p
Webinar
Webinar: Creating a Financially Organized Life Session 3
A quick 15-minute overview on Creating a Financially Organized Life, including a guide to help you get it all together.
April 21, 2023
3:00p - 6:00p
Cetera Investors Phoenix Office
Shred Day
AS ALWAYS, WE ARE COMMITTED TO PROTECTING YOUR PRIVACY AND PROVIDING YOU WITH HELPFUL AND CONVENIENT SERVICE! JOIN US FOR REFRESHMENTS WHILE FILLING THE SECURE BINS
Past Events
February 15, 2023
10:00a - 10:15a
Webinar
Webinar: Creating a Financially Organized Life Session 2
A quick 15-minute overview on Creating a Financially Organized Life, including a guide to help you get it all together.
February 7, 2023
4:00p - 4:15p
Webinar
Webinar: Creating a Financially Organized Life
A quick 15-minute overview on Creating a Financially Organized Life, including a guide to help you get it all together.
January 28, 2023
12:00p - 3:00p
Cetera Investors Phoenix Office
Tailgating Open-House
We are excited to have you join us for food, fun, and games. This event has been funded in whole by the following: Equitable, Russell Investments, Cantor Fitzgerald, MassMutual, The Pacific Financial Group. Equitable will be discussing information regarding variable annuities. Annuities contain certain restrictions and limitations. For costs and complete details, contact a financial professional. You should carefully consider your investment objectives and the charges, risks, and expenses of a variable annuity as stipulated in the prospectus, before investing. For a prospectus containing this and other information, please contact your financial professional. Please read it carefully before investing.
October 22, 2022
3:00p - 7:00p
Encanto Park - Enchanted Island Private Picnic Area
Fall Festival
Join Bill, Matt, Courtney, Melissa, and Lisa for an afternoon of fall fun at Encanto Park, in Phoenix. We have a reserved area just for our group with activities for all ages. Our team will be hosting all activities, food, and drinks.
September 29, 2022
6:00p - 6:30p
Webinar
Life Insurance Awareness Month
Learn about the different kinds of life insurance, different riders, and how to figure out how much insurance you need
September 27, 2022
12:00p - 12:30p
Webinar
Life Insurance Awareness Month
Learn about the different kinds of life insurance, different riders, and how to figure out how much insurance you need
September 22, 2022
6:00p - 6:30p
Webinar
Life Insurance Awareness Month
Learn about the different kinds of life insurance, different riders, and how to figure out how much insurance you need
September 15, 2022
6:00p - 6:30p
Webinar
Legacy Planning
We will cover the following topics Why do I need a will? Health Care Directives Financial Documentation How does gifting work? What is a trust?
September 14, 2022
10:00a - 10:30a
Webinar
Legacy Planning
We will cover the following topics Why do I need a will? Health Care Directives Financial Documentation How does gifting work? What is a trust?
September 13, 2022
6:00p - 6:30p
Webinar
Legacy Planning
We will cover the following topics Why do I need a will? Health Care Directives Financial Documentation How does gifting work? What is a trust?
August 30, 2022
5:30p - 7:00p
Webinar
Legacy Planning
We will cover the following topics Why do I need a will? Health Care Directives Financial Documentation How does gifting work? What is a trust?
August 25, 2022
1:00p - 1:30p
Webinar
Legacy Planning
We will cover the following topics Why do I need a will? Health Care Directives Financial Documentation How does gifting work? What is a trust?
August 17, 2022
12:00p - 12:30p
Webinar
Legacy Planning
We will cover the following topics Why do I need a will? Health Care Directives Financial Documentation How does gifting work? What is a trust?
July 26, 2022
2:00p - 2:45p
Where you log in - Webinar
Preparing For Retirement
Preparing for Retirement workshop can help you prepare now for life after work. Specifically, we will discuss: Social Security and how to maximize your benefit The three biggest threats to retirement The five questions to answer before you retire Accumulation and distribution strategies to increase your retirement income
July 21, 2022
6:00p - 6:45p
Where you log in - Webinar
Preparing For Retirement
Preparing for Retirement workshop can help you prepare now for life after work. Specifically, we will discuss: Social Security and how to maximize your benefit The three biggest threats to retirement The five questions to answer before you retire Accumulation and distribution strategies to increase your retirement income
July 13, 2022
10:00a - 10:45a
Where you log in - Webinar
Preparing For Retirement
Preparing for Retirement workshop can help you prepare now for life after work. Specifically, we will discuss: Social Security and how to maximize your benefit The three biggest threats to retirement The five questions to answer before you retire Accumulation and distribution strategies to increase your retirement income
June 29, 2022
6:00p - 6:30p
Your Computer - Webinar
Homeownership and Credit Management
Are you ready to buy and own a home? What steps can you take now to prepare for homeownership? Learn the answers to these questions and more
June 24, 2022
10:00a - 10:30a
Your Computer - Webinar
Homeownership and Credit Management
Are you ready to buy and own a home? What steps can you take now to prepare for homeownership? Learn the answers to these questions and more
June 21, 2022
2:00p - 2:30p
Your Computer - Webinar
Homeownership and Credit Management
Are you ready to buy and own a home? What steps can you take now to prepare for homeownership? Learn the answers to these questions and more
May 19, 2022
11:00a - 12:00p
Zoom Webinar
In the Room with Ben Stein
More than Ferris Bueller’s economics teacher, Ben is a respected writer with a deep understanding of personal finance and investing in a variety of economic conditions. Cetera’s Chief Investment Officer, Gene Goldman, will take you and your guests IN THE ROOM as Ben shares his insights on today’s economic uncertainty, strategies for weathering rising inflation, and thinking for the long term.
May 10, 2022
6:30p - 7:15p
Zoom Webinar
AdviceWorks Tutorial Webinar
Please join us for a quick market update from Cetera Investment Management’s Brian Klimke, CFA, and a tutorial on the AdviceWorks Client Portal. You will learn how to utilize the system and it’s different features to make your client experience as valuable as possible.
April 27, 2022
6:30p - 7:30p
Webinar
ASRS and Social Security - Pension Maximization
Join us for information about your options within the Arizona State Retirement System and claiming strategies in Social Security. When you are looking at retirement many of the decisions you make are permanent and will affect your income for the rest of your life. We are taking time in April to be sure you know the options that are available and the answers to some of the most popular questions we get. ACM and Cetera Investors are not affiliated with the Arizona State Retirement System or Social Security.
April 26, 2022
11:00a - 11:30a
Webinar
Social Security Claiming Strategies
Join us while we cover the top FAQs about Social Security Claiming Strategies
April 22, 2022
3:00p - 7:00p
Phoenix Office
Shred Day
Come by our office with your documents to shred.
April 21, 2022
6:30p - 7:00p
Webinar
Social Security Claiming Strategies
Join us while we cover the top FAQs about Social Security Claiming Strategies
April 21, 2022
2:00p - 3:00p
Webinar
ASRS and Social Security - Pension Maximization
Join us for information about your options within the Arizona State Retirement System and claiming strategies in Social Security. When you are looking at retirement many of the decisions you make are permanent and will affect your income for the rest of your life. We are taking time in April to be sure you know the options that are available and the answers to some of the most popular questions we get. ACM and Cetera Investors are not affiliated with the Arizona State Retirement System or Social Security.
April 12, 2022
4:00p - 4:30p
Webinar
Social Security Claiming Strategies
Join us while we cover the top FAQs about Social Security Claiming Strategies
April 12, 2022
10:00a - 11:00a
Webinar
ASRS and Social Security - Pension Maximization
Join us for information about your options within the Arizona State Retirement System and claiming strategies in Social Security. When you are looking at retirement many of the decisions you make are permanent and will affect your income for the rest of your life. We are taking time in April to be sure you know the options that are available and the answers to some of the most popular questions we get. ACM and Cetera Investors are not affiliated with the Arizona State Retirement System or Social Security.
April 1, 2022
4:30p - 8:00p
Canyon Lake
Dolly Steamboat 2022
Enjoy a “Mark Twain” voyage while you relax and admire the breathtaking scenery, with a delicious meal. Listen to some information about living in retirement and enjoy a beautiful evening with the ACM Team.
March 21, 2022
6:30p - 7:00p
Zoom Webinar
2022 Tax Strategies
Learn about the latest tax law changes and which investment tools can help you manage your tax liability.
March 16, 2022
10:00a - 10:30a
Zoom Webinar
2022 Tax Strategies
Learn about the latest tax law changes and which investment tools can help you manage your tax liability.
March 10, 2022
2:00p - 2:30p
Zoom Webinar
2022 Tax Strategies
Learn about the latest tax law changes and which investment tools can help you manage your tax liability.
February 23, 2022
6:30p - 7:00p
Zoom Webinar
Budgeting Basics
Join us to learn or refresh yourself on budgeting basics. We will cover the different types of expenses, living inside your income, and ideas on managing your spending.
February 15, 2022
10:00a - 10:30a
Zoom Webinar
Budgeting Basics
Join us to learn or refresh yourself on budgeting basics. We will cover the different types of expenses, living inside your income, and ideas on managing your spending.
February 8, 2022
2:00p - 3:00p
Zoom Webinar
Budgeting Basics
Join us to learn or refresh yourself on budgeting basics. We will cover the different types of expenses, living inside your income, and ideas on managing your spending.
January 25, 2022
6:30p - 7:00p
Zoom Webinar
Starting your year off right - Financial Planning Understanding
Learn about how a financial plan can align with your goals and help you work towards what you want in your future.
January 19, 2022
10:00a - 10:30a
Zoom Webinar
Starting your year off right - Financial Planning Understanding
Learn about how a financial plan can align with your goals and help you work towards what you want in your future.
January 11, 2022
2:00p - 2:30p
Zoom Webinar
Starting your year off right - Financial Planning Understanding
Learn about how a financial plan can align with your goals and help you work towards what you want in your future.
November 18 - November 23, 2021
11:00a - 12:00p
Zoom Webinar
Budgeting
In this presentation, you will learn -How to identify wants vs needs in your budget. -Tracking fixed vs variable expenses. -Learn to live inside your income.
November 2, 2021
2:00p - 3:00p
Zoom Webinar
Budgeting
In this presentation, you will learn -How to identify wants vs needs in your budget. -Tracking fixed vs variable expenses. -Learn to live inside your income.
October 19, 2021
11:00a - 12:00p
Zoom Webinar
Investment Basics
AFE and Arizona Capital Management present Investment Basics You will learn The different types of investment risk Strategies to mitigate risk Questions you should ask when selecting a Financial Advisor
October 7, 2021
2:00p - 3:00p
Zoom Webinar
Investment Basics
AFE and Arizona Capital Management present Investment Basics You will learn The different types of investment risk Strategies to mitigate risk Questions you should ask when selecting a Financial Advisor
September 21, 2021
11:00a - 12:00p
Zoom Webinar
Financial Planning Basics
A financial plan is a big concept that includes things like budgeting, retirement planning, savings, estate transfer, and getting out of debt. It is also a robust proposal that will change as your needs and goals shift over time. Join us while we cover items that will prompt you to think about and prioritize your needs and goals.
September 9, 2021
11:00a - 12:00p
Your Digital Front Row
In the Room with Heroes of 9/11
The 20-year anniversary of September 11 serves as a reminder of our resiliency as a nation, and how we come together during difficult times. Reserve your digital front-row seat to be IN THE ROOM with Heroes of 9/11. Hear from the mother of a hero who made the ultimate sacrifice, a lieutenant colonel who supported our nation’s leaders, and “The Singing Policeman” who witnessed the destruction of both towers.
September 2, 2021
2:00p - 2:30p
Zoom Webinar
Financial Planning Basics
A financial plan is a big concept that includes things like budgeting, retirement planning, savings, estate transfer, and getting out of debt. It is also a robust proposal that will change as your needs and goals shift over time. Join us while we cover items that will prompt you to think about and prioritize your needs and goals.
June 17, 2021
4:00p - 5:00p
Zoom Webinar
In the Room - with Leslie Odom, Jr.
Get your digital front-row seat as Leslie shares his journey to success in word and music. His journey was never inevitable, including many setbacks he writes about in his bestselling book Failing Up: How to Take Risks, Aim Higher, and Never Stop Learning. If you saw Hamilton, the story of American Founding Father Alexander Hamilton, you know that this Grammy and Tony-winner, who played Aaron Burr, can shine on stage. Leslie is shining on the big screen now, with two Academy Award nominations for his role as the legendary Sam Cooke—one of the most influential soul artists of all time—in the movie, One Night in Miami.
May 19, 2021
5:30p - 6:00p
Zoom Webinar
Cyber Security - Get Savvy in 30 minutes
Join us for 30 minutes highlights of ways be more Savvy about Cyber Security Achieve a sense of mindfulness when it comes to cybersecurity The 10-Second Email Rule that will stop phishers in their tracks How an email address can protect your financial accounts Discover your Cyber Security score
April 21, 2021
5:30p - 6:30p
Zoom Webinar
2021 Tax Strategies
Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our presentation focused on Tax Strategies for 2021.
January 19, 2021
5:30p - 6:30p
Your Living Room - Zoom Meeting
Planning with Advanced Time Segmentation
Paul Escudero, CFP, CWS of Orange Capital Management of First Allied, the pioneer of ATS, will be joining us to talk about this innovative planning tool. Advanced Time Segmentation is a different way of looking at and presenting financial planning. At its core, we match our clients assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. Mr. Escudero is not affiliated with Cetera Investment Services.
September 22, 2020
5:30p - 6:30p
Your Living Room - Zoom Meeting
Webinar: Getting Started with Medicare
We have teamed up with Tim Gustafson of Senior Lifestyle Solutions to bring you an expert to cover the ins and outs, answer the most frequently asked questions and give you some tips along the way. How the Medicare enrollment periods work How Medicare works with private insurance What are the different parts of Medicare and how they work together Reviewing and making changes if you are already enrolled
August 18, 2020
6:00p - 6:45p
Your Living Room - Zoom Meeting
Webinar: The Arizona State Retirement System - Your Pension Your Options
Join us for a discussion about the ASRS, coordinating retirement programs, and other import information about your retirement game plan.
July 14, 2020
6:00p - 7:00p
Your Living Room - Zoom Meeting
Webinar: Savvy Social Security Planning
Factors to consider when deciding when to apply for benefits Why you should always check your earnings record for accuracy How to coordinate benefits with your spouse How to minimize taxes on Social Security benefits How to coordinate Social Security with your other sources of retirement income
June 23, 2020
5:30p - 6:30p
Your Living Room - Zoom Meeting
Webinar: Planning for Life's Big Moments
Planning for Life's Big Moments - Healthcare in Retirement
May 12, 2020
2:30p - 3:15p
Your Living Room - Zoom Meeting
More Market Updates Webinar
As we wrap up another month of social distancing, the market continues to see patterns of volatility. We will review what the economy has seen and how it has reacted to these world events, as well as the global outlook moving forward.
April 14, 2020
3:00p - 4:00p
Your Living Room - Zoom Meeting
Understanding Recent Market Volatility Webinar
A confluence of global events is causing major market swings, and investors are looking for answers. Please join us with Gene Goldman, Cetera's Chief Investment Officer, to talk about the current market conditions.