Presidential elections are right around the corner. When it comes to investing, will this election season make a difference? In this webinar, we address the top questions about investing in an election year. Which political party has been better for investing? What happens to stock markets during election years? What sectors have done best in […]

Join us for this FREE Seminar at the Los Altos Branch (in Sparks) on December 5th at 6:00 p.m. graciously presented by our partners from Mason-McDuffie Mortgage. Join us to learn about: Details on the advantages of VA financing What fees the veteran can and cannot pay How to be a successful VA buyer in […]

3 Things You Can DO This Week to Get Your Financial House in Order Join Dr. Darla Bishop, author of How to Afford Everything, for this webinar designed to help you gain clarity, control, and confidence with your finances. You’ll walk away with three simple, actionable steps you can implement immediately to start organizing your […]

This event has been cancelled due to weather. We will reschedule for a later date. Planning retirement? You won't want to miss this free seminar. Join us on Thursday, February 13th at 6pm at the Los Altos Branch as we discuss: Retirement Planning and Income Planning Distributions: Types and Tax Strategies Tax-Intelligent Investment Strategies RSVP […]

Making the Most of your Tax Refund Are you one of the many Americans who receive a sizable tax refund each year but aren’t quite sure how to make the best use of it? If you find yourself wondering where last year’s refund went and want to make different choices this time around, this webinar […]

Join Kat Shipley from Corebridge Financial as she discusses important family planning conversations to have with aging parents, such as: UP - Key conversations between adult children and parents. DOWN - Conversations aging parents want to have with their adult children. ACROSS - Couples converastions that confirm what "we" will do. This free event will […]

Your voice matters! Make sure it's heard at our 2024 Annual Meeting. Join us on May 22nd at 6pm at the South Reno Branch as we recap all of the successes we've achieved together in the past year and what we have to look forward in 2025 and beyond! Plus, our Board of Directors election […]

One of our most-anticipated member events is BACK! Join us for our Spring Shred Day on Thursday, May 29th from 9:00 - 12:00 at the South Reno Branch.  Bring your unwanted documents and paperwork to safely and securely dispose of them. Here are a few things to keep in mind: Limit your bags/boxes to 3 […]

Meet your wealth advisor, Steve Lindquist, at each of our branches this summer! Stop by for a meet and greet and ice cream social with Steve. Pick a day. Pick a branch. And enjoy a sweet treat! Los Altos Branch | June 20th 11 am - 1 pm South Reno Branch | June 23rd 11 […]

Come visit our brand new branch located in the North Valleys (322 Buck Drive in Reno).  We're thrilled to be in this new space, and invite you to spend some time with us during one of our Lobby Days. September 24th: 9:00 - 11:00 September 26th:  11:00 - 1:00 September 30th: 2:00 - 4:00 Come […]

Join Estate Lawyer and Author, Nicole Harvey, as she discusses Estate Planning topics such as wills, trusts and more from her book, "I Hope You Die Laughing" - "Discover the lighter side of estate planning with "I Hope You Die Laughing." This insightful and witty guide takes you on a journey through life's final chapter […]

One of our most-anticipated member events is BACK! Join us for our Fall Shred Day on Thursday, September 25th from 9:00 – 12:00 at the South Reno Branch. Bring your unwanted documents and paperwork to safely and securely dispose of them.Here are a few things to keep in mind:Limit your bags/boxes to 3 please.We expect crowds. […]