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844-WestPac

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 24, 2021

11:00a - 12:00p

Virtual Webinar

What Your Business Is Worth

Learn about the benefits of business valuations and see how BizEquity can simplify the process by helping you overcome the common hurdles associated with obtaining a valuation for your own business.  

May 26, 2021

12:00p - 1:00p

Virtual Webinar

Navigating Financial Uncertainty

In this webinar, we will discuss retirement in terms of things we know, things we don't know, and how to navigate the uncertainty.

April 27, 2021

12:00p - 12:45p

Virtual Webinar

401k Education Strategies

This is a conversation about creating robust education experiences for your team, starting from your company's 401k plan.

March 18, 2021

6:00p - 6:45p

Virtual Webinar

Your Retirement Reality - Exploring Social Security

How social security works, what you should know, different payment scenarios, and laws around the program

March 4, 2021

10:00a - 10:45a

Virtual Webinar

February 18, 2021

11:00a - 11:45a

Virtual Webinar

Wealth Steps - Financial Wellness in 4 Steps

Wealth Steps is a financial wellness program to help you/employees live a better life.

January 21, 2021

12:00p - 12:45p

Virtual Event

Financial Fitness for 2021

Learn about steps you can take and goals you can set to help improve your financial situation this year and for years to come.

November 12, 2020

12:30p - 3:30p

Virtual Event

CPA-CPE Event

Business exit strategies and defined benefit plans for closely held businesses

November 11, 2020

1:00p - 1:45p

Virtual Event

Post-Election Market Management - Part 2

Post-election market trends and volatility

November 4, 2020

1:00p - 1:45p

Virtual Event

Post-Election Market Management - Part 1

Post-election market trends and volatility

October 28, 2020

1:00p - 1:45p

Virtual Webinar

Financial Insights for Women in 2020

Join us as two of our top female financial advisors discuss the answers to the three most frequently asked financial questions women have.

October 14, 2020

1:00p - 1:45p

Virtual Webinar

Three Keys for Successful Business Owners

Developing a Plan to Start, Grow, and Exit the Business on Your Terms

September 23, 2020

1:00p - 1:45p

Virtual Webinar

Financial Insights for Women in 2020

Join us as two of our top female financial advisors discuss the answers to the three most frequently asked financial questions women have.

September 16, 2020

1:00p - 1:45p

Virtual Webinar

Three Keys for Successful Business Owners

Developing a Plan to Start, Grow, and Exit the Business on Your Terms

August 26, 2020

4:00p - 4:45p

Virtual Webinar

Business Exit Planning

Learn how to establish exit objectives, increase your business's value, sell to a third party, transfer internally, and create business continuity.

August 19, 2020

4:00p - 4:45p

Virtual Webinar

Three Keys for Successful Business Owners

Developing a Plan to Start, Grow, and Exit the Business on Your Terms

August 19, 2020

1:00p - 1:45p

Virtual Webinar

Three Keys for Successful Business Owners

Developing a Plan to Start, Grow, and Exit the Business on Your Terms

July 22, 2020

1:00p - 1:45p

Virtual Webinar

Three Keys for Successful Business Owners

Developing a Plan to Start, Grow, and Exit the Business on Your Terms

June 24, 2020

4:15p - 5:00p

Online Webinar (Register via the link given)

What to Do Next With Your Financial Balance Sheet

Take a look at what you can do next with your financial balance sheet now that we are several months into COVID-19.

June 17, 2020

4:15p - 5:00p

Online Webinar (Register via the link given)

What to Do Next With Your Financial Balance Sheet

Take a look at what you can do next with your financial balance sheet now that we are several months into COVID-19.

May 21, 2020

5:15p - 6:00p

Online Webinar (Register via the link given)

Student Loan Management and COVID-19

Let us show you what steps you can implement to manage your student loans in these uncertain times.

May 1, 2020

12:00p - 12:45p

Online Webinar (Register via the link given)

Flattening the Curve on your Investments

A study of how we measure volatility in portfolios and how to minimize that while increasing return.

April 22, 2020

1:00p - 1:45p

Online Webinar (Register via the link given)

Student Loan Management and COVID-19

Let us show you what steps you can implement to manage your student loans in these uncertain times.

April 15, 2020

1:00p - 1:45p

Online Webinar (Register via the link given)

Protecting your Balance Sheet In Today’s World

This webinar will focus on tips to implement today and mitigate unnecessary stress on your balance sheet, starting today!

April 13, 2020

1:00p - 1:30p

Online Webinar (Register via the link given)

Magic with Lou Serrano of the Magic Castle ~ Live in Your (home) Office

No Tricks up our sleeves! Come and take a break from remote work, school and enjoy some Remote MAGIC with Lou Serrano of the Magic Castle in Hollywood!

April 9, 2020

1:00p - 1:45p

Online Webinar (Register via the link given)

Protecting your Balance Sheet In Today’s World

This webinar will focus on tips to implement today and mitigate unnecessary stress on your balance sheet, starting today!

April 8, 2020

1:00p - 1:45p

Online Webinar (Register via the link given)

Strategies Business Owners are Using to Address COVID-19 - Part 2

In this session, we will have two of our senior advisors, who specialize in the growth and exit of businesses, share what you, a business owner, can do if this pandemic has caught you off guard.

April 3, 2020

12:00p - 12:45p

Online Webinar (Register via the link given)

Safeguards from Uncertain Markets ~ A Certified Financial Planner and Investment Advisor's Investigation

A Certified Financial Planner® and Investment Advisor Investigates if Life Insurance Can Help You Face Markets With Confidence or Caution...

April 2, 2020

1:00p - 1:45p

Online Webinar (Register via the link given)

Strategies Business Owners are Using to Address COVID-19

In this session, we will have two of our senior advisors, who specialize in the growth and exit of businesses, share what you, a business owner, can do if this pandemic has caught you off guard.

Event Registration


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