2018 Schedule of Events

To reserve your seats to any of our events, please register.

Has Your Retirement Plan Evolved to Meet the Times?

A Special Invitation Only Seminar in March

At Fleming's Steak House

Workshop & Complimentary Dinner

April 24, 2018 at 6:00 in the evening
or
April 26, 2018 at 6:00 in the evening

Seating is limited.
Reserve your seat by calling: 888-885-4249

Where: Fleming's Prime Steakhouse
179 E Colorado Blvd., Pasadena, CA 91105



Five Truths
Investors Need to Know

Event-image

Dinner & Workshop
June 28, 2018

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm

Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



Estate Planning

Estate Planning

Dinner & Workshop
July 26, 2018

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm

Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



Maximizing Social Security

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Dinner & Workshop
August 23, 2018

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm

Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



Medicare & Elder Care

Event image

Dinner & Workshop
September 27, 2018

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm

Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



Interest Rates & Inflation

Event-image

Dinner & Workshop
October 25, 2018

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm

Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101




Feel free to contact us by email: Derek@AdvisoryGroupWest.com, or call us at (888) 885-4AGW (4249)




 

2018 Past Events

 

Reduce Your
Income Tax Liability

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Dinner & Workshop
February 22, 2018

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm

Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



 

2017 Past Events

 

 

TBD


Workshop & Dinner

October 26th, 2017

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm
Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



Estate Planning


Estate Planning
Workshop & Dinner

August 24, 2017

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm
Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101


 


TBD



Workshop & Dinner

September 28th, 2017

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm
Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101


 


Investing



Workshop & Dinner

July 27, 2017

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm
Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101


 


Medicare & Elder Care


Event image
Workshop & Dinner

June 29, 2017

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm
Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



Social Security Claiming Strategies


Event image
Workshop & Dinner

May 25th, 2017

Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm
Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101



Wealth | Wisdom | Wellness Magazine



Special Event

Thursday, May 11th, 2017
6:00 pm – 9:00 pm

Where: Tournament Players Club
26550 Heritage View Lane, Valencia CA 91381 • www.tpcvalencia.com



The Silent Thieves:
Inflation & Interest Rates
Bob and Deniss
Workshop & Dinner

March 30th, 2017


Presentation: 5:30 pm - 6:30 pm and Dinner: 6:30 pm - 7:30 pm
Where: Women's City Club of Pasadena,
160 N. Oakland Avenue, Pasadena, CA 91101


 

Take a look at our 2016 Past Events

 


Politics, The Economy and Your Money!
Bob and Deniss
Prager & Bob
Thursday, October 20th, 2016
Starts at 6:30pm
$20 per person / $30 per couple
University Club of Pasadena
175 N. Oakland Ave.
Pasadena, CA 91101


How Oil's Collapse Impacts You, and The Globe!
Event-dinner
Dinner & Workshop
March 3rd, 2016 – Presentation: 5:30 PM to 6:30 PM in Pasadena


Reduce Your Income Tax Liability
Event-inflation2
Dinner & Workshop
March 31, 2016 – 5:30 PM to 6:30 PM
Location:  Pasadena


Estate Planning
Estate Planning
Dinner & Workshop
April 28th, 2016 – 5:30 PM to 6:30 PM in Pasadena


Social Security Claiming Strategies

Dinner & Workshop
May 19th, 2016 – 5:30 PM to 6:30 PM in Pasadena


Five Truths Investors Need to Know
Event-cliff2
Dinner & Workshop
July 28th, 2016 – 5:30 PM to 6:30 PM in Pasadena


Interest Rates & Inflation
Event-annuities2
Dinner & Workshop
September 1st, 2016 – 5:30 PM to 6:30 PM in Pasadena



ADVISORY GROUP WEST
330 N. Brand Blvd., Ste. 910
Glendale, CA 91203

 Map

 (818) 241-9061 xt.114

 (818) 241-9062

 e-mail: Derek@AdvisoryGroupWest.com


©2010 – 2018  Advisory Group West

Policy

Robert Donaldson (CA Insurance License #0541081) is a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser. Additional advisory services offered by Advisory Group West, a registered investment adviser, are separate and unrelated to Commonwealth.

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, HI, LA, NY, TX, UT, WA.