Events

RECORDING AVAILABLE- Q2 State of the Markets Webinar 2026

RECORDING Q2 2026 State of the Markets https://us02web.zoom.us/rec/share/1dQEIq0N5xrV9WK7ZKPAfRpM2Su8GnrjFEhLA7h0Ew_7I6RugBu0mxUf-rtpPbpF.Sid0EpIZ-en8YxTX?startTime=1777402857000

Shred & Sip Event

Sip, Shred & Simplify Safely dispose of old financial documents with our on-site shred truck. While you’re here, grab a coffee, enjoy fresh donuts, and spend a few minutes catching up with our team.

Insiders Guide to Better Travel - Lunch and Learn

Travel Made Easy! Eat, learn, and start planning your next adventure.

Tax Planning Webinar 2026- RECORDING

Watch the Recording! Tax laws continue to evolve in 2026, and understanding the changes can make a meaningful difference. We invite you to join our annual Tax Planning Webinar to review key IRS updates and discuss how to stay proactive.

Q1 State of the Markets Webinar - RECORDING

Check out the RECORDING- Q1 State of the Markets Webinar with Kevin Grogan, Chief Investment Officer of Systematic Strategies at Focus Partners, as we discuss market trends, economic insights, and what to watch in the months ahead.

5 Steps to Creating a Less Taxing Retirement

RECORDING AVAILABLE-Whether you’re approaching retirement or already enjoying it, the steps covered in this webinar can help you keep more of your hard-earned money and feel confident about your financial future.

Q4 State of the Markets Webinar- RECORDING

RECORDING AVAILABLE- Market Updates

Medicare Lunch & Learn

Whether you're planning for yourself or assisting a loved one, this session will help you navigate Medicare with confidence.

Oktoberfest 2025

Live music- Beer- Food- German Attire Encouraged! Come hang out with us!

Long Term Care Webinar- RECORDING

RECORDING AVAILABLE! Topics: Long Term Care Stats Importance of Planning Insurance Options Timing and Suitability

Yoga & Mimosas

Enjoy an outdoor morning yoga session with Chelsea Koehnen and the team. Stay after for Mimosas and acai bowls. Make sure to RSVP! 

Budgeting and Savings Webinar- RECORDING

RECORDING AVAILABLE- We'll uncover why budgets often fail and how to succeed! Learn step-by-step: calculate your take-home pay, track every dollar to spot patterns, set short-, medium-, and long-term goals, and stay consistent with regular reviews. Discover debt reduction strategies like the Avalanche and Snowball methods, the importance of an emergency fund to shield against surprises, and how a financial professional can guide your journey.

Q3 State of the Markets Webinar - RECORDING

RECORDING AVAILABLE- Apollo Lupescu from Dimensional Fund advisors to sum up what's going on in the markets the past/ upcoming months!

Social Security Lunch and Learn

Join us at our office for a Social Security learning luncheon with Marshall Heitzman with TruStage.

Estate Planning Webinar- RECORDING

Recording Available!

Q2 State of the Markets Webinar- RECORDING

Recording Available! Join us to sum up what's going on in the markets the past/ upcoming months! Speaker Brian Haywood Investment Strategy Advisor at Focus Partner Advisor Solutions

March Madness Watch party

Come to our office to watch March Madness games and enjoy drinks and apps! 

Key Differences of 529's and other savings vehicles for your kids- RECORDING

Recording Available!

Dementia Lunch & Learn

Join us at our office for a Lunch and Learn focused on understanding dementia and its impact. Learn to recognize the early warning signs, explore practical strategies for cognitive health, and gain insights into recognizing risk factors.

Tax Updates Webinar- RECORDING

Recording Available Ari and Joe- 2025 TAX UPDATES!

2025- Q1 Quarterly State of the Markets Webinar - RECORDING

Recording Available! Special guest speaker-Liz Muirhead, a senior specialist with Vanguard Financial Advisor Services.

Inheriting an IRA - RECORDING

Recording Available! Unlock the key insights to successfully navigate inheriting an IRA

Keys to Building the Right portfolio for you- RECORDING

Recording Available! Come learn about Risk Tolerance, Risk Capacity, Diversification and more!

Light the Night Walk

We welcome you to join our team and walk to raise money and awareness for Leukemia and Lymphoma. As many of you may know, our very own Ari Crandall is a survivor and LLS is near and dear to his heart. This year we are hoping to hit the same goal of $10k. Thank YOU for helping us reach over $10,000 last year! We look forward to seeing how much we can raise this year for a cause near to our hearts.

3 ways Young Adults can Maximize Their Future Webinar- RECORDING

Recording Available! Topics: Making choices that will lead to your desired lifestyle Taking advantage of the savings power in your twenties Learning the difference between good credit and bad credit

Q4 State of the Markets Webinar- RECORDING

Recording Available! The last Quarter of 2024 is here! Daniel Ong from Avantis Investors is going share some insights on the market and will be answering any questions you have so be sure to sign up!

Medicare Lunch and Learn

So it's time for you to enroll in Medicare. Do you know the right questions to ask? Medicare can be complicated, so it's important to understand it as well as you can before you enroll. This presentation intends to provide unbiased, trusted information to guide older adults in making decisions that will improve their well-being today and into the future. Join us to discuss all your Medicare options and how to get the most out of your healthcare.

Oktoberfest

Join us for our annual Oktoberfest event!  NEW THIS YEAR- Live German Band!! There will also be German food and beer! Don't forget to dress up in your Lederhosen.

Alzheimer's Lunch and Learn

Come learn about the warning signs of Alzheimer's and how to understand it.

Yoga & Mimosa's

Join us for Yoga & Mimosas with Chelsea! Come enjoy a relaxing yoga class led by Josh's wife, Chelsea, perfect for all levels. Stay after to enjoy mimosas and small bites. Don't miss out on this wonderful morning of wellness and fun- limited space available.

2024 Mid-Year Town Hall - RECORDING

Recording Available! Mid-year check in with the partners!   Mid-year check in with the partners! Come prepared to ask any questions about the market/ economy!

Q. 3 State of the Markets Webinar - RECORDING

RECORDING- https://us02web.zoom.us/rec/share/u2mX0iz4wy4yY4B2zYsYcdJSSCkarOxtbVYsU7sTE8usPgIW9-RF5JEb8y27h3of.eOZwfKB8mY4qGGtp?startTime=1720551655000

Preventing Identity Theft Webinar- RECORDING

RECORDING AVAILABLE HERE- https://us02web.zoom.us/rec/share/srK9SQqYAQFvUGGyatVg3JeEoZs7Lourbh3--iv5GXu1dHDOkCVp0mpaSZvBq0Hd.T7p-N5r7ZOvAAmSa?startTime=1718218817000

2024- Q2 State of the Markets -RECORDING

Recording available -https://us02web.zoom.us/rec/share/NWUqaBITB502J_hnN3fZ6MB2WeY-lQse9fYrtfFiG8ep__u5EH7jH1NagKBJVkbG.1yhaqwXgN1K2Leo1?startTime=1713294012000

Saving for Retirement & A Home- RECORDING

Join Cole to learn about creating a solid financial foundation for your future retirement and home ownership. Recording available: https://us02web.zoom.us/rec/share/bzoLpXpSGDE27FFQmw5nm0n9lZwn-QvXVIZn8wVjd4B3jjdbZRR5zdCOIMh12g12.gXrir3eUI2h5aSpz?startTime=1708545656000

2024 Tax Planning Webinar- RECORDING

Recording- https://us02web.zoom.us/rec/play/8jvmwY1i3jEsamm66xTyQhkPaMDhbZ7iXv2yXSyShbaGtcLxtS6ZH1DR1wVsfcaY3BPDYvz_JJgTr9wo.Tl-N25xKpHVi7Drj?autoplay=true&startTime=1706817679000

New Fafsa Form Webinar- RECORDING

RECORDING AVAILABLE HERE- https://zoom.us/rec/play/cWbTld7L-rbMO-CRBP0RYbnPAzj0zRTDe_el14Yvu6VzA2E6GsO-ry4vCMNb8xiPPJQvOtq2M7SthyM1.GOdqfbsyJk1k9q6q?autoplay=true&startTime=1706039983000

Q1 State of the Markets Webinar- RECORDING

Recording Available- https://us02web.zoom.us/rec/play/VLsTTFyAwXDCT6ep0gCIX_5fOlhsrigAA3K63HFEYsnzCgrTyoc8ZdwltPs8hng3lmwcW0ffUIthGQ.GRf6_pTL2Jo44RsL?canPlayFromShare=true&from=my_recording&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fus02web.zoom.us%2Frec%2Fshare%2FVg6jhhtWSKg9u5KGntEJPtlLsfcqRiNLvSnRVcRhdoGJ315nUwxHjJqYqj9kBot_.W6D-PPIq9g5nnJ3x

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.