Our Calendar


Economic and Market Strategy Update

You and a guest are invited to join us for an online Educational Seminar.  Learn more about where we are in this economic cycle, where we are in this market, and what strategies we can implement in your portfolio.

Date/time:  Wednesday, January 28th at 10:00am

Location:  Held virtually via Zoom*

Presented by: Laura Martin Miri, CFP®, CIMA®     
Managing Director- PIM Portfolio Manager
Martin Wealth Management, Inc.

RSVP by Wednesday, January 21st to Valerie Goodwin, Client Associate, at 650-289-0980 or Valerie.Goodwin@wfafinet.com

IMPORTANT PARTICIPANT INFORMATION. The webinar you will be registering for will be hosted by Wells Fargo or an affiliate but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing in to the event. Please review our privacy and security policies: https://www.wellsfargo.com/privacy-security.  Event Link: https://zoom.us/join.   Please also review the terms & conditions for the third-party website hosting the event.  We have provided this link for your convenience but do not endorse and are not responsible for the content, links, privacy, or security policy of this website. If you have any questions or concerns, please contact the sender of this invitation.