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Upcoming Events

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

Past Events

October 29, 2020

6:00p - 7:00p

Waddell & Reed Zoom Room

Planning Your Medicare Path

Your Retirement-Your Medicare Planning Options

October 1, 2020

12:00p - 1:00p

August 27, 2020

12:00p - 1:00p

Waddell & Reed Zoom Room

Advanced Generational Training with 1hr CE for CPA's

Learn the secrets to connecting and keeping clients from different generations

July 18, 2020

10:00a - 12:00p

1901 S Bascom Ave Campbell CA 95008

Shred Day

Come on over and safely shred all your old documents. Feel free to let others know!

May 16, 2020

12:00p - 2:30p

RED DOG-Document Shredding Service

February 11, 2020

5:30p - 7:00p

Pruneyard Tower One

Social Security Seminar & Dinner

How Social Security works and your options

August 8, 2019

11:30a - 1:00p

Hyatt House San Jose/Cupertino

Real Estate Tax Issues

CE Credit provided by IPX1031

April 24, 2019

6:00p - 8:00p


2019 Market Challenges and Opportunities

Delbar Jahanian, a financial advisor with Waddell & Reed, Inc. invites you to the “2019 Global Market Outlook” with Joe Cinotto, Regional Vice President with Ivy Distributors, Inc. This educational presentation from Ivy Investments highlights the current market environment, its challenges and its opportunities. There is no charge for this event and you are welcome to bring guests.

August 22, 2018

11:30a - 1:00p

Waddell & Reed,1999 South Bascom Ave Ste.400 Campbell CA 95008

Long Term Seminar with 1 hour CE credit

We will be discussing and answering questions on: • Today’s Estate Environment • Past and Current Estate Tax Laws • Five Common Questions about Long-Term Care • Long-Term Care Choices

Event Registration