WEALTH MANAGEMENT EVENTS & PROGRAMS
Calendar of Events
Each year, HoyleCohen sponsors and/or participates in a wide variety of business, educational, networking, fund-raising and other types of community-oriented wealth management events.
Learn more about our upcoming events and those that have already taken place. We hope to see you at a HoyleCohen event soon!
Webinar: Reflections of 2020 and A Future Outlook
On 1/21 we will host a webinar w/PIMCO Global Economic Advisor, Joachim Fels. We will reflect on the past year and look at the year ahead.
Virtual Event 1/14: Prop 19 – Recent changes to CA property transfer & tax laws
Check out our 1/14/21 virtual discussion surrounding recent changes to California Property Taxes and and the “Parent-Child Exclusion” as a result of Proposition 19
Webinar Reflections: W Financial Fund Review & Discussion
Vanessa Wieliczko reflects on our recent “W Fund” webinar focused the current dynamics of the real estate market, the current loan portfolio, risk mitigation tactics, and the outlook for the future.
Webinar Reflections: Markets and the Upcoming Election Featuring John Emerson of Capital International Inc.
Vanessa Wieliczko reflects on our recent webinar focused on markets and the upcoming election which featured John Emerson of Capital International Inc.
Medicare Made Clear – Virtual Event Recap
On October 1, 2020, Joanne Hansen provided some great information on Medicare: Enrollment, Eligibility, Costs, Penalties, Supplement Plans, Advantage Plans, and much more. Check out here presentation here.
Moving Gracefully into Retirement – Virtual discussion
6/3/20 – Part 2 of a virtual series for women focused on on taking control in an uncertain environment. Elisabeth Cullington is joined by Retirement Planning Guru, Katherine Roy of J.P. Morgan.
BLOOD DRIVE – OCT 8th – Come be a Hero!
Blood Drive. Please come out and support our Blood Drive on October 8th! – Giving blood has a direct and immediate impact on saving lives. The need for blood is constant – even more so now….
Medicare Open Enrollment Period (OEP) Virtual Event
Medicare Virtual Event – October 1st, 11am – 12pm PDT. Join us to learn about the open enrollment opportunities that may apply to you, eligibility criteria, switching plans and many other related items.
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