Events

Tax Webinar Updates & Secure Act 2.0

LLS Light The Night Walk

Join us in bringing light to the darkness of cancer! We are forming a fundraising walk team for The Leukemia & Lymphoma Society's (LLS) Light The Night. Register today to join our team or make a donation and help fund cancer cures!

Medicare Lunch & Learn

Barbara King from Medicare Simplified will be joining us to answer any questions you might have. Food and beverages will be provided. RSVP- Text- 858-324-6318 Email- jasmine@mypremierwealth.com

Quarterly State of the Markets

Special Guest Speaker Althea Trevor from Dimensional Investment Solutions will be joining us.

Walk to End Alzheimer's

Together, we can end Alzheimer's disease. Please make a donation--or join our staff and their families on Saturday, October 8, 2022. Thank you for your help and encouragement!

Mid-Year Town Hall (August 2022)

In response to the market volatility through the first half of 2022, we will be hosting this mid-year check-in session for all of our clients who want to ask us questions regarding market volatility and how it is impacting your financial plans.

Quarterly State of the Markets - July

This webinar will be a new, 30-minute series we host every quarter to discuss the markets and economy with a special guest speaker. We hope these brief conversations will bring some much needed peace and perspective in a turbulent market.

Lunch & Learn - Aging in Place

Most adults want to continue living in their homes as they age, but the unfortunate reality is that many home and communities weren't built to support that desire. We'll discuss how to make your home aging ready and strategies to make it manageable.

Annual Shred Party!

Bring your confidential documents! A shredding truck from ProShred will be onsite at our office so you can ensure your documents are turned into confetti and recycled. This service will save you time and the task of shredding documents on a home shredder.

College Planning Webinar

Demystifying Financial Aid - Through this presentation, they hope to help demystify financial aid, the planning process, and help students (and parents) find schools that will give them the most free money so they can graduate debt free and live richer lives!

PWA Round Table - Property, Casualty & Umbrella Liability Insurance

For our third event, we will be discussing Property, Casualty & Umbrella Liability Insurance. Left unmitigated, damage to physical assets and/or successful claims of liability against you can have a substantial – and possibly insurmountable – impact on the likelihood of you achieving your financial goals.

2022 Tax Updates

Join our tax experts - Ari Crandall and Joe LeBlanc to discuss the 21-22 tax season and any updates you need to know to make it go smoothly.

Virtual Town Hall – Inflation, Volatility and the Fed

Let's discuss - Market Volatility, Inflation, and Rising Rates

PWA Round Table - Inherited IRAs

Join our Managing Partners, Josh, Joe, and Ari, and Marketing Coordinator, Sara, for the second edition of our PWA monthly round table! For our second event, we'll be discussing Inherited IRAs. See you on the live!

PWA Round Table - Emergency Funds

Join our Managing Partners, Josh, Joe, and Ari, and Marketing Coordinator, Sara, for the first edition of our PWA monthly round table hosted on Facebook Live! These will be a series of 30 minute, high-level discussions on a plethora of financial planning topics. Our first topic is Emergency Funds.

Walk to End Alzheimer's

Together, we can end Alzheimer's disease. Please join our staff and their families on October 9th -- and walk with us to advance the care, support and research efforts of the Alzheimer's Association. 

Medicare 101

Enrolling in Medicare is an important milestone and may seem daunting. This seminar decodes Medicare by explaining enrollment periods, coverage, costs, optional supplemental policies and Medicare Advantage plans. Accounting for health care expenses is a critical part of retirement income planning, and this presentation will leave you better informed and ready to take action.