Broker Check

Events

Upcoming Events

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

Past Events

May 14, 2026

4:00p - 5:00p

On Zoom - you will be sent the link once you have registered

Estate Planning With Wills, Trusts, And Trustees

1702 E Highland Ave., Suite 204, Phoenix, AZ 85016  6,63,7,26,24,51,65

Check the background of your financial professional on FINRA's BrokerCheck (//brokercheck.finra.org/)
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA (http://www.finra.org)/SIPC (https://www.sipc.org). Advisory services are offered through Cetera Investment Advisers LLC. CA Insurance License# 0F75046

Registered Branch: 605 E. Huntington Dr. Ste 203, Monrovia, CA 91016. (626) 408-1333.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Investment Services LLC site at ceterainvestmentservices.com
(https://ceterainvestmentservices.com)

Important Disclosures and Form CRS (https://www.ceterafinancialinstitutions.com/clients#disclosures) | Business Continuity (//static.fmgsuite.com/media/documents/2912f869-7818-473b-8512-a5e4fdc3d244.pdf)

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

April 22, 2026

2:00p - 6:00p

Cetera Investors Parking Lot

March 25, 2026

4:00p - 5:00p

On Zoom - you will be sent the link once you have registered

January 24, 2026

11:00a - 2:00p

Cetera Office Parking Lot

Open - House Tailgate 2026

Please join us as we celebrate a new year at our Open-House Tailgate. You are welcome to bring friends and family. There will be complimentary Food, Drinks, and Games and Prizes. There will also be available information regarding current market updates, basics of investing, long term care, and retirement planning. Most of all, we want you to enjoy yourself.

February 1, 2025

11:00a - 2:00p

Cetera Office Parking Lot

Open - House Tailgate 2025

Please join us as we celebrate a new year at our Open-House Tailgate. You are welcome to bring friends and family. There will be complimentary Food, Drinks, and Games and Prizes. There will also be available information regarding current market updates, basics of investing, long term care, and retirement planning. Most of all, we want you to enjoy yourself.

August 22, 2024

4:00p - 4:45p

Zoom - This is a Virtual Event

Election Year Volatility: An Investor's Guide

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Please join us with Special Guests: - CIO of Cetera Investment Management, Gene Goldman, to provide a market update - Ashley Williams of Capital Group to provide perspective on market volatility and investing during an election year

February 3, 2024

11:00a - 2:00p

Cetera Investors Office

Open - House Tailgate 2024

Please join us as we celebrate a new year at our Open-House Tailgate. You are welcome to bring friends and family. There will be complimentary Food, Drinks, and Games and Prizes. There will also be available information regarding current market updates, basics of investing, long term care, and retirement planning. Most of all, we want you to enjoy yourself.

January 28, 2023

12:00p - 3:00p

Cetera Investors Office

Open - House Tailgate

Please join us as we celebrate a new year at our Open-House Tailgate. You are welcome to bring friends and family. There will be complimentary Food, Drinks, and Games and Prizes. There will also be available information regarding current market updates, basics of investing, long term care, and retirement planning. Most of all, we want you to enjoy yourself.

May 12, 2020

2:30p - 3:15p

Virtual Meeting

April 14, 2020

3:00p - 4:00p

Your Preference

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.

Event Registration

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