Events

Family Wealth Preservation Planning

This estate planning presentation will be focused on providing a lifetime of protection, guidance and love. Don't miss out on this in-person opportunity to hear from guest speaker Attorney, Trisha Morales Padia, and get educated on ways to protect your family.

Webinar: Last Chance Financial Checklist for 2025

We're heading into the end of 2025. A financial checklist can help you discover things that may need attention before the year is up. This short discussion touches on eight key areas of your financial picture. Attendees will receive a copy of our 2025 financial checklist. It's a handy tool that can help you to head into 2026 in good shape.

Q2 Market Update w/ WestEnd Advisors + Key Birthdays

2025 Q2 Outlook Please join us for an educational webinar co hosted by Cetera Investors Houston Team and WestEnd Advisors- Jesse Boles- Associate Director

Family Wealth Preservation Planning

This estate planning presentation will be focused on providing a lifetime of protection, guidance and love. Don't miss out on this in-person opportunity to hear from guest speaker Attorney, Trisha Morales Padia, and get educated on ways to protect your family.

Q2 Market Update w/ Kensington

2024 Outlook: Q2 Review Please join us for an educational webinar co hosted by Cetera Investors Houston Team and Kensington Asset Management with guest speaker Mano Fanopoulos, Managing Partner- Kensington Asset Management

Family Wealth Preservation Planning

This estate planning presentation will be focused on providing a lifetime of protection, guidance and love. Don't miss out on this in-person opportunity to hear from guest speaker Attorney, Trisha Morales Padia, and get educated on ways to protect your family.

Family Wealth Preservation Planning

This estate planning presentation will be focused on providing a lifetime of protection, guidance and love. Don't miss out on this in-person opportunity to hear from guest speaker Attorney, Trisha Morales Padia, and get educated on ways to protect your family.

Webinar: Modern Long Term Care: Preparing for What's Ahead

You're invited to a webinar on the Modern Long-Term Care: Preparing for What's Ahead. Will you be one of the 70% of Americans over age 65 who will need some type of care in the future? Do you have a plan in place for in the event you do need care? Do you know how LTC policies have changed over the years?

Q1 Market Update w/ WestEnd Advisors

2024 Outlook: Q1 Review - Stocks Spring Forward Please join us for an educational webinar co hosted by Cetera Investors Houston Team and WestEnd Advisors with guest speaker Emily Agnew, AIF- Director WestEnd Advisors.

Family Wealth Preservation Planning

This estate planning presentation will be focused on providing a lifetime of protection, guidance and love. Don't miss out on this in-person opportunity to hear from guest speaker Attorney, Trisha Morales Padia, and get educated on ways to protect your family.

Family Wealth Preservation Planning

This estate planning presentation will be focused on providing a lifetime of protection, guidance and love. Don't miss out on this in-person opportunity to hear from guest speaker Attorney, Trisha Morales Padia, and get educated on ways to protect your family.

Webinar: 2024 Annual Market Outlook

Economic summary of 2023 and the investment landscape for 2024

Webinar: 2023 Outlook - Low Expectations Are Easier to Beat

Economic summary of 2022 and the investment landscape for 2023

“Get Good with Life Insurance” by The Budgetnista, Tiffany Aliche

Spend an hour with The Budgetnista, Tiffany Aliche, to "Get Good with Life Insurance." Join worldwide phenomenon and America's Favorite Financial Educator as she offers her straight-talk approach to financial wellness and how you can achieve your financial goals.

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.

Webinar: Taking Your Budget to the Next Level

In this workshop, learn practical money habits and strategies to overcome common budgeting roadblocks in order to transform your finances.

Webinar: Financial Literacy 101

Financial literacy is the first step to building strong money habits and avoiding lifelong financial struggles.

Webinar: Savvy IRA Planning

Strategies to Help You Save Taxes and Get More Out of Your IRA

Webinar: 1 Hour to Savvy Cybersecurity

10 Threats Every Person and Business Faces—and How to Fight Them Now

Webinar: Estate Planning in the Age of Coronavirus

Many of us are already feeling some anxiety about the state of our estate planning and may not be sure of the things we should be doing. Let's focus on what can be done right now to offer some immediate protections.

Webinar: Key Financial Data for 2022

Taming a Bear Market in Retirement

We discuss different strategies you can implement to add flexibility to your retirement income.

2021 Outlook: The Road to Recovery

We discuss the prospects for the economic recovery in the next year.

Planning for Health Care Costs in Retirement

2020 US Presidential Election

Investors would be wise to think critically before making an investment decision based on who's occupying the White House. Over the past 120 years, the long-term performance of the market has shown almost non correlation with government policies. Join us to learn more!

Investing in Real Estate Securities: A Modern Perspective

Learn more about the impact of the Amazon Effect, how real estate fits in a diversified portfolio and how REITs may help to provide you tax-efficient income.

Managing Through the Coronavirus Crisis

As the Coronavirus continues to spread across the world and disrupt markets, you have questions. This webinar is designed to give you the facts and show a path forward.

Webinar: 30 Minutes On Medicare Basics

Webinar: Savvy Social Security Planning For Women

Webinar: 4 Keys to Cutting College Costs

Webinar: How Tax Planning Changes Through Four Stages Of Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.

30 Minutes to Savvy Cyber Security

Gene Goldman Cetera's CIO Presents - Weathering Stormy Investment Seas

Market Update 2020 Market Outlook Potential Next Steps